Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $900K | Buy |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $600K | Buy |
|
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $534K | Sell |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $477K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $734K | Buy |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $487K | Buy |
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|
2019
Q1 | $430K | Buy |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | $269K | Buy |
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|
2017
Q2 | $260K | Buy |
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|
2017
Q1 | $250K | Buy |
|