BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $913K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $889K | Sell |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $869K | Buy |
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|
2021
Q1 | $795K | Hold |
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|
2020
Q4 | $797K | Sell |
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|
2020
Q3 | $907K | Sell |
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|
2020
Q2 | $883K | Buy |
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|
2020
Q1 | $799K | Buy |
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|
2019
Q4 | $833K | Buy |
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|
2019
Q3 | $851K | Buy |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $740K | Buy |
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|
2018
Q4 | $648K | Sell |
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|
2018
Q3 | $674K | Buy |
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|
2018
Q2 | $626K | Buy |
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|
2018
Q1 | $577K | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $944K | Sell |
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|
2017
Q1 | $995K | Buy |
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|
2016
Q4 | $862K | Buy |
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|
2016
Q3 | $854K | Buy |
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|
2016
Q2 | $930K | Sell |
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|
2016
Q1 | $994K | Buy |
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