Atlas 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 | $544 | Hold |
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|
2025
Q1 | $566 | Sell |
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|
2024
Q4 | $7.29K | Buy |
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|
2024
Q3 | $522 | Sell |
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|
2024
Q2 | $5.77K | Buy |
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|
2024
Q1 | $430 | Sell |
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|
2023
Q4 | $6.69K | Hold |
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|
2023
Q3 | $6.18K | Hold |
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|
2023
Q2 | $6.71K | Hold |
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|
2023
Q1 | $7.28K | Hold |
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|
2022
Q4 | $7.57K | Hold |
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|
2022
Q3 | $6.91K | Hold |
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|
2022
Q2 | $7.64K | Buy |
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|
2022
Q1 | $577 | Hold |
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|
2021
Q4 | $541 | Hold |
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|
2021
Q3 | $500 | Hold |
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|
2021
Q2 | $527 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.42K | Hold |
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|
2018
Q2 | $5.27K | Hold |
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|
2018
Q1 | $5.23K | Buy |
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