AWS
Aspen Wealth Strategies’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
13,499
+280
| +2% | +$19.1K | 0.55% | 28 |
|
|
2025
Q1 | $936K | Buy |
13,219
+33
| +0.3% | +$2.34K | 0.61% | 25 |
|
|
2024
Q4 | $890K | Sell |
13,186
-142
| -1% | -$9.59K | 0.57% | 28 |
|
|
2024
Q3 | $870K | Sell |
13,328
-275
| -2% | -$18K | 0.56% | 26 |
|
|
2024
Q2 | $752K | Sell |
13,603
-199
| -1% | -$11K | 0.52% | 28 |
|
|
2024
Q1 | $742K | Buy |
13,802
+6,497
| +89% | +$349K | 0.51% | 30 |
|
|
2023
Q4 | $452K | Hold |
7,305
| – | – | 0.33% | 48 |
|
|
2023
Q3 | $418K | Hold |
7,305
| – | – | 0.33% | 39 |
|
|
2023
Q2 | $454K | Hold |
7,305
| – | – | 0.34% | 41 |
|
|
2023
Q1 | $493K | Sell |
7,305
-222
| -3% | -$15K | 0.38% | 38 |
|
|
2022
Q4 | $528K | Buy |
+7,527
| New | +$528K | 0.42% | 35 |
|