Brinker Capital Investments’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 | $1.83M | Buy |
|
|||||
|
2025
Q1 | $1.68M | Buy |
|
|||||
|
2024
Q4 | $1.56M | Buy |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.05M | Buy |
|
|||||
|
2024
Q1 | $977K | Sell |
|
|||||
|
2023
Q4 | $1.35M | Buy |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.29M | Sell |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $369K | Sell |
|
|||||
|
2022
Q3 | $349K | Buy |
|
|||||
|
2022
Q2 | $367K | Sell |
|
|||||
|
2022
Q1 | $868K | Sell |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $233K | Hold |
|
|||||
|
2021
Q2 | $233K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $227K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $6K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $9K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $18K | Buy |
|