Brown, Lisle/Cummings’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 | $72.7K | Hold |
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|
2025
Q2 | $61.4K | Hold |
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|
2025
Q1 | $63.9K | Hold |
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|
2024
Q4 | $60.9K | Hold |
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|
2024
Q3 | $58.9K | Hold |
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|
2024
Q2 | $48.2K | Hold |
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|
2024
Q1 | $48.5K | Hold |
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|
2023
Q4 | $55.8K | Buy |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $19.3K | Hold |
|
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|
2023
Q1 | $20.9K | Hold |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $19.8K | Hold |
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|
2022
Q2 | $21.9K | Hold |
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|
2022
Q1 | $22.4K | Hold |
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|
2021
Q4 | $21K | Buy |
|