Ancora Advisors’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 | $172K | Hold |
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|
2025
Q1 | $179K | Sell |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $51.6K | Hold |
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|
2023
Q4 | $59.4K | Hold |
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|
2023
Q3 | $54.9K | Hold |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $64.7K | Hold |
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|
2022
Q4 | $67K | Hold |
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|
2022
Q3 | $61K | Buy |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $60K | Sell |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $111K | Sell |
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|
2019
Q4 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $115K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $75K | Buy |
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