Atria Investments’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 | $4.61M | Buy |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $5.7M | Buy |
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|
2024
Q3 | $5.26M | Sell |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $3.46M | Buy |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $3.47M | Sell |
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|
2022
Q4 | $3.66M | Buy |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $213K | Buy |
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