Avantax Advisory Services’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 | $3.21M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2M | Buy |
|
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $980K | Buy |
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|
2022
Q3 | $788K | Buy |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $695K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $608K | Buy |
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|
2021
Q1 | $583K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $375K | Sell |
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|
2020
Q1 | $820K | Buy |
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|
2019
Q4 | $844K | Buy |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $662K | Sell |
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|
2019
Q1 | $728K | Sell |
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|
2018
Q4 | $771K | Buy |
|