Bell Investment 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 | $58.1K | Buy |
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|
2025
Q1 | $58.9K | Buy |
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|
2024
Q4 | $41.9K | Sell |
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|
2024
Q3 | $40.7K | Sell |
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|
2024
Q2 | $33.3K | Sell |
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|
2024
Q1 | $39.1K | Hold |
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|
2023
Q4 | $45K | Buy |
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|
2023
Q3 | $37K | Buy |
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|
2023
Q2 | $11.9K | Buy |
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|
2023
Q1 | $6.88K | Buy |
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|
2022
Q4 | $3.72K | Sell |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $2K | Buy |
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