Bar Harbor Wealth Management’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 | $435K | Hold |
|
|||||
|
2025
Q2 | $367K | Hold |
|
|||||
|
2025
Q1 | $381K | Hold |
|
|||||
|
2024
Q4 | $364K | Hold |
|
|||||
|
2024
Q3 | $352K | Hold |
|
|||||
|
2024
Q2 | $288K | Hold |
|
|||||
|
2024
Q1 | $290K | Sell |
|
|||||
|
2023
Q4 | $352K | Hold |
|
|||||
|
2023
Q3 | $326K | Sell |
|
|||||
|
2023
Q2 | $383K | Sell |
|
|||||
|
2023
Q1 | $461K | Hold |
|
|||||
|
2022
Q4 | $479K | Sell |
|
|||||
|
2022
Q3 | $502K | Sell |
|
|||||
|
2022
Q2 | $582K | Sell |
|
|||||
|
2022
Q1 | $622K | Sell |
|
|||||
|
2021
Q4 | $601K | Sell |
|
|||||
|
2021
Q3 | $563K | Sell |
|
|||||
|
2021
Q2 | $599K | Sell |
|
|||||
|
2021
Q1 | $616K | Hold |
|
|||||
|
2020
Q4 | $618K | Hold |
|
|||||
|
2020
Q3 | $639K | Sell |
|
|||||
|
2020
Q2 | $809K | Sell |
|
|||||
|
2020
Q1 | $785K | Sell |
|
|||||
|
2019
Q4 | $826K | Buy |
|
|||||
|
2019
Q3 | $606K | Hold |
|
|||||
|
2019
Q2 | $556K | Hold |
|
|||||
|
2019
Q1 | $525K | Hold |
|
|||||
|
2018
Q4 | $460K | Hold |
|
|||||
|
2018
Q3 | $441K | Hold |
|
|||||
|
2018
Q2 | $426K | Sell |
|
|||||
|
2018
Q1 | $429K | Sell |
|
|||||
|
2017
Q4 | $457K | Sell |
|
|||||
|
2017
Q3 | $452K | Sell |
|
|||||
|
2017
Q2 | $470K | Hold |
|
|||||
|
2017
Q1 | $455K | Hold |
|
|||||
|
2016
Q4 | $416K | Hold |
|
|||||
|
2016
Q3 | $421K | Sell |
|
|||||
|
2016
Q2 | $529K | Hold |
|
|||||
|
2016
Q1 | $495K | Hold |
|
|||||
|
2015
Q4 | $425K | Sell |
|
|||||
|
2015
Q3 | $424K | Sell |
|
|||||
|
2015
Q2 | $401K | Sell |
|
|||||
|
2015
Q1 | $449K | Hold |
|
|||||
|
2014
Q4 | $463K | Sell |
|
|||||
|
2014
Q3 | $400K | Sell |
|
|||||
|
2014
Q2 | $439K | Sell |
|
|||||
|
2014
Q1 | $416K | Buy |
|
|||||
|
2013
Q4 | $375K | Sell |
|
|||||
|
2013
Q3 | $418K | Sell |
|
|||||
|
2013
Q2 | $457K | Buy |
|