Aveo Capital Partners’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 | – | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $958K | Buy |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $698K | Sell |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $786K | Buy |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $704K | Buy |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $297K | Buy |
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