Accel Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Buy |
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|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $257K | Buy |
|
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $249K | Buy |
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