Yousif 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 | $6.12M | Buy |
89,890
+12,087
| +16% | +$823K | 0.07% | 272 |
|
|
2025
Q1 | $5.51M | Sell |
77,803
-896
| -1% | -$63.4K | 0.06% | 288 |
|
|
2024
Q4 | $5.31M | Buy |
78,699
+67
| +0.1% | +$4.52K | 0.06% | 305 |
|
|
2024
Q3 | $5.13M | Sell |
78,632
-984
| -1% | -$64.3K | 0.06% | 324 |
|
|
2024
Q2 | $4.25M | Sell |
79,616
-13,768
| -15% | -$735K | 0.05% | 378 |
|
|
2024
Q1 | $5.02M | Sell |
93,384
-1,595
| -2% | -$85.7K | 0.06% | 345 |
|
|
2023
Q4 | $5.88M | Sell |
94,979
-3,706
| -4% | -$229K | 0.07% | 281 |
|
|
2023
Q3 | $5.65M | Sell |
98,685
-1,330
| -1% | -$76.1K | 0.07% | 271 |
|
|
2023
Q2 | $6.22M | Buy |
100,015
+1,025
| +1% | +$63.7K | 0.08% | 251 |
|
|
2023
Q1 | $6.68M | Sell |
98,990
-5,124
| -5% | -$346K | 0.09% | 218 |
|
|
2022
Q4 | $7.3M | Buy |
104,114
+2,146
| +2% | +$150K | 0.1% | 204 |
|
|
2022
Q3 | $6.53M | Sell |
101,968
-143
| -0.1% | -$9.15K | 0.09% | 208 |
|
|
2022
Q2 | $7.23M | Sell |
102,111
-2,235
| -2% | -$158K | 0.1% | 202 |
|
|
2022
Q1 | $7.53M | Sell |
104,346
-767
| -0.7% | -$55.4K | 0.08% | 228 |
|
|
2021
Q4 | $7.12M | Buy |
+105,113
| New | +$7.12M | 0.07% | 255 |
|