Arkadios Wealth 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
Q3 | $1.3M | Buy |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.08K | Sell |
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|
2019
Q4 | $2.51K | Buy |
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