Austin Private Wealth’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
Q3 | $304K | Sell |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $237K | Buy |
|