Arax Advisory Partners’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 | $785K | Buy |
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|
2025
Q1 | $766K | Sell |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $181K | Sell |
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|
2023
Q4 | $867K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $888K | Buy |
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|
2023
Q1 | $962K | Buy |
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|
2022
Q4 | $995K | Sell |
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|
2022
Q3 | $911K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $958K | Sell |
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|
2021
Q3 | $894K | Buy |
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|
2021
Q2 | $930K | Buy |
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|
2020
Q4 | $973K | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $868K | Sell |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $804K | Buy |
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|
2019
Q2 | $733K | Buy |
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|
2018
Q4 | $599K | Buy |
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|
2018
Q3 | $571K | Buy |
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