Avidian Wealth Enterprises’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 | $252K | Buy |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $237K | Buy |
|