American Assets Investment Management’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
$4.77M Hold
2025
Q1
$4.96M Hold
2024
Q4
$4.73M Hold
2024
Q3
$4.57M Hold
2024
Q2
$3.74M Hold
2024
Q1
$3.76M Hold
2023
Q4
$4.33M Hold
2023
Q3
$4.01M Hold
2023
Q2
$4.35M Hold
2023
Q1
$4.72M Hold
2022
Q4
$4.91M Hold
2022
Q3
$4.48M Hold
2022
Q2
$4.95M Hold
2022
Q1
$5.05M Hold
2021
Q4
$4.74M Buy