Affiance Financial’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 | $483K | Sell |
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|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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