Ballast Advisors’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 | $276K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $220K | Buy |
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