Bogart Wealth LLC’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 | $4.83M | Buy |
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|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $4.96M | Sell |
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|
2024
Q4 | $4.78M | Sell |
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|
2024
Q3 | $4.76M | Sell |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $6.29M | Sell |
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|
2023
Q3 | $5.89M | Buy |
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|
2023
Q2 | $6.21M | Buy |
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|
2023
Q1 | $6.43M | Buy |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $4.23M | Buy |
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|
2022
Q1 | $3.68M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $987K | Buy |
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|
2020
Q3 | $904K | Buy |
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