Yaupon Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
201,545
-64,248
| -24% | -$4.38M | 0.62% | 44 |
|
|
2025
Q1 | $18.8M | Sell |
265,793
-734,207
| -73% | -$52M | 0.96% | 34 |
|
|
2024
Q4 | $67.5M | Buy |
+1,000,000
| New | +$67.5M | 2.79% | 1 |
|
|
2023
Q3 | – | Sell |
-123,939
| Closed | -$7.71M | – | 128 |
|
|
2023
Q2 | $7.71M | Buy |
+123,939
| New | +$7.71M | 0.98% | 36 |
|
|
2023
Q1 | – | Sell |
-165,500
| Closed | -$11.6M | – | 122 |
|
|
2022
Q4 | $11.6M | Buy |
+165,500
| New | +$11.6M | 1.83% | 21 |
|
|
2022
Q2 | – | Sell |
-32,200
| Closed | -$2.32M | – | 87 |
|
|
2022
Q1 | $2.32M | Buy |
+32,200
| New | +$2.32M | 1.26% | 37 |
|