Atticus Wealth Management’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
$13.6K Sell
2025
Q1
$15.6K Hold
2024
Q4
$14.9K Hold
2024
Q3
$14.4K Sell
2024
Q2
$12.3K Hold
2024
Q1
$12.4K Hold
2023
Q4
$14.2K Hold
2023
Q3
$13.2K Hold
2023
Q2
$14.3K Hold
2023
Q1
$15.5K Hold
2022
Q4
$16.1K Hold
2022
Q3
$16K Hold
2022
Q2
$16K Hold
2022
Q1
$17K Hold
2021
Q4
$16K Buy