Access Financial Services’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 | $451K | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $593K | Sell |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $771K | Buy |
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|
2019
Q3 | $609K | Buy |
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|
2019
Q2 | $558K | Buy |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $462K | Buy |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $427K | Buy |
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|
2018
Q1 | $425K | Sell |
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|
2017
Q4 | $452K | Buy |
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|
2017
Q3 | $444K | Sell |
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|
2017
Q2 | $433K | Sell |
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|
2017
Q1 | $462K | Sell |
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|
2016
Q4 | $482K | Buy |
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