Beacon Pointe 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 | $1.47M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $4.67M | Buy |
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|
2021
Q4 | $819K | Sell |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $257K | Buy |
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