Berger Financial Group’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 | $3.05M | Buy |
|
|||||
|
2025
Q2 | $2.48M | Sell |
|
|||||
|
2025
Q1 | $2.6M | Sell |
|
|||||
|
2024
Q4 | $2.58M | Buy |
|
|||||
|
2024
Q3 | $1.75M | Buy |
|
|||||
|
2024
Q2 | $1.41M | Buy |
|
|||||
|
2024
Q1 | $1.42M | Buy |
|
|||||
|
2023
Q4 | $1.61M | Buy |
|
|||||
|
2023
Q3 | $1.46M | Buy |
|
|||||
|
2023
Q2 | $1.57M | Buy |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.26M | Buy |
|
|||||
|
2022
Q3 | $1.05M | Buy |
|
|||||
|
2022
Q2 | $1.16M | Sell |
|
|||||
|
2022
Q1 | $1.19M | Sell |
|
|||||
|
2021
Q4 | $1.13M | Buy |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2021
Q2 | $1.02M | Buy |
|
|||||
|
2021
Q1 | $661K | Buy |
|
|||||
|
2020
Q4 | $646K | Buy |
|