Bleakley 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
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.23M | Buy |
|
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $615K | Buy |
|
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|
2022
Q4 | $589K | Buy |
|