AssetMark Inc’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 | $11.5M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $9.83M | Buy |
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|
2024
Q3 | $9.1M | Buy |
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|
2024
Q2 | $6.83M | Buy |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $6.45M | Buy |
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|
2023
Q3 | $5.04M | Buy |
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|
2023
Q2 | $4.92M | Buy |
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|
2023
Q1 | $4.37M | Buy |
|
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|
2022
Q4 | $4.01M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $197K | Sell |
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|
2020
Q1 | $4.67M | Sell |
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|
2019
Q4 | $15.6M | Buy |
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|
2019
Q3 | $12M | Buy |
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|
2019
Q2 | $4.47M | Buy |
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|
2019
Q1 | $3.26M | Buy |
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|
2018
Q4 | $2.07M | Buy |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $88K | Sell |
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|
2017
Q3 | $104K | Buy |
|
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|
2017
Q2 | $46K | Buy |
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|
2017
Q1 | $18K | Buy |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $19K | Sell |
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|
2015
Q3 | $20K | Sell |
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|
2015
Q2 | $165K | Buy |
|