Addison Advisors’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
Q2 | $65K | Buy |
|
|||||
|
2025
Q1 | $49.8K | Buy |
|
|||||
|
2024
Q4 | $44.6K | Hold |
|
|||||
|
2024
Q3 | $43.2K | Buy |
|
|||||
|
2024
Q2 | $28.5K | Hold |
|
|||||
|
2024
Q1 | $28.6K | Hold |
|
|||||
|
2023
Q4 | $33K | Sell |
|
|||||
|
2023
Q3 | $45.8K | Hold |
|
|||||
|
2023
Q2 | $49.7K | Hold |
|
|||||
|
2023
Q1 | $54K | Sell |
|
|||||
|
2022
Q4 | $56.6K | Hold |
|
|||||
|
2022
Q3 | $52K | Sell |
|
|||||
|
2022
Q2 | $70K | Hold |
|
|||||
|
2022
Q1 | $72K | Buy |
|
|||||
|
2021
Q4 | $49K | Buy |
|
|||||
|
2021
Q3 | $45K | Hold |
|
|||||
|
2021
Q2 | $47K | Buy |
|
|||||
|
2020
Q4 | $36K | Buy |
|