Alley Investment Management Company’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 | $305K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $448K | Buy |
|