Alta Advisers’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
$249K Hold
2025
Q2
$210K Hold
2025
Q1
$218K Buy
2024
Q4
Sell
2024
Q3
$98K Hold
2024
Q2
$80.1K Hold
2024
Q1
$80.6K Hold
2023
Q4
$92.9K Hold
2023
Q3
$85.8K Hold
2023
Q2
$93.3K Hold
2023
Q1
$101K Hold
2022
Q4
$105K Hold
2022
Q3
$96K Buy