BOK Financial Private Wealth’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 | $12.8K | Sell |
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|
2025
Q1 | $20.1K | Hold |
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|
2024
Q4 | $19K | Hold |
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|
2024
Q3 | $18.5K | Hold |
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|
2024
Q2 | $15.2K | Hold |
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|
2024
Q1 | $15.3K | Sell |
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|
2023
Q4 | $21.4K | Hold |
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|
2023
Q3 | $19.8K | Sell |
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|
2023
Q2 | $30.2K | Hold |
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|
2023
Q1 | $32.7K | Hold |
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|
2022
Q4 | $34K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $34K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $408K | Buy |
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|
2016
Q3 | $411K | Sell |
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|
2016
Q2 | $583K | Buy |
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|
2016
Q1 | $542K | Buy |
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|
2015
Q4 | $464K | Sell |
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|
2015
Q3 | $459K | Buy |
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|
2015
Q2 | $415K | Sell |
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|
2015
Q1 | $489K | Buy |
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|
2014
Q4 | $502K | Buy |
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|
2014
Q3 | $423K | Buy |
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|
2014
Q2 | $446K | Buy |
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|
2014
Q1 | $418K | Buy |
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|
2013
Q4 | $355K | Buy |
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|
2013
Q3 | $349K | Buy |
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|
2013
Q2 | $356K | Buy |
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