Aptus Capital 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 | $2.78M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.39M | Buy |
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