Altshuler Shaham’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 | $497K | Buy |
|
|||||
|
2025
Q1 | $362K | Buy |
|
|||||
|
2024
Q4 | $105K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $266K | Sell |
|
|||||
|
2023
Q3 | $307K | Buy |
|
|||||
|
2023
Q2 | $295K | Sell |
|
|||||
|
2023
Q1 | $436K | Sell |
|
|||||
|
2022
Q4 | $491K | Buy |
|
|||||
|
2022
Q3 | $45K | Sell |
|
|||||
|
2022
Q2 | $59K | Buy |
|
|||||
|
2022
Q1 | $59K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $58K | Sell |
|
|||||
|
2021
Q2 | $65K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $143K | Sell |
|
|||||
|
2019
Q4 | $247K | Buy |
|
|||||
|
2019
Q3 | $210K | Buy |
|
|||||
|
2019
Q2 | $93K | Buy |
|
|||||
|
2019
Q1 | $44K | Buy |
|
|||||
|
2018
Q4 | $26K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $29K | Buy |
|
|||||
|
2018
Q1 | $13K | Sell |
|
|||||
|
2017
Q4 | $18K | Buy |
|