Beaird Harris 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 | $2.42K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $51.5K | Hold |
|
|||||
|
2024
Q1 | $51.8K | Hold |
|
|||||
|
2023
Q4 | $59.7K | Hold |
|
|||||
|
2023
Q3 | $55.2K | Hold |
|
|||||
|
2023
Q2 | $59.9K | Hold |
|
|||||
|
2023
Q1 | $65K | Hold |
|
|||||
|
2022
Q4 | $67.6K | Hold |
|
|||||
|
2022
Q3 | $62K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $70K | Hold |
|
|||||
|
2021
Q4 | $65K | Buy |
|