Benjamin Edwards Inc’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 | $1.75M | Buy |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.07M | Buy |
|
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|
2024
Q2 | $2K | Hold |
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|
2024
Q1 | $2K | Sell |
|
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|
2023
Q4 | $3.54M | Sell |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $3.85M | Buy |
|
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|
2023
Q1 | $3.68M | Buy |
|
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|
2022
Q4 | $3.69M | Buy |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.66M | Sell |
|
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $4.23M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $738K | Sell |
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|
2021
Q1 | $759K | Sell |
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|
2020
Q4 | $922K | Buy |
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|
2020
Q3 | $880K | Sell |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $784K | Buy |
|
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $144K | Buy |
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|
2019
Q2 | $121K | Sell |
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|
2019
Q1 | $119K | Buy |
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