Bailard’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 | $1.45M | Buy |
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|
2025
Q2 | $940K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $867K | Buy |
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|
2024
Q3 | $814K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $298K | Hold |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $259K | Buy |
|