Beacon Capital Management LLC (Tennessee)’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 | $12.1K | Buy |
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|
2025
Q1 | $12.5K | Buy |
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|
2024
Q4 | $11.8K | Buy |
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|
2024
Q3 | $9.47K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $16.1K | Buy |
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|
2023
Q4 | $1.83K | Hold |
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|
2023
Q3 | $1.99K | Hold |
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|
2023
Q2 | $1.99K | Sell |
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|
2023
Q1 | $4.59K | Hold |
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|
2022
Q4 | $4.77K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Buy |
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