Cahill Financial Advisors’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 | $512K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $769K | Buy |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $743K | Buy |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $713K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $733K | Buy |
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|
2020
Q3 | $751K | Hold |
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|
2020
Q2 | $681K | Buy |
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|
2020
Q1 | $656K | Buy |
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|
2019
Q4 | $690K | Buy |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $646K | Sell |
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|
2019
Q1 | $615K | Sell |
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|
2018
Q4 | $558K | Buy |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $502K | Buy |
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|
2018
Q1 | $498K | Buy |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $494K | Sell |
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|
2017
Q2 | $486K | Buy |
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|
2017
Q1 | $470K | Buy |
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|
2016
Q4 | $429K | Sell |
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|
2016
Q3 | $480K | Sell |
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|
2016
Q2 | $549K | Sell |
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|
2016
Q1 | $547K | Buy |
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|
2015
Q4 | $464K | Buy |
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|
2015
Q3 | $453K | Buy |
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|
2015
Q2 | $411K | Buy |
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|
2015
Q1 | $444K | Buy |
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|
2014
Q4 | $457K | Sell |
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|
2014
Q3 | $391K | Buy |
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|
2014
Q2 | $413K | Buy |
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|
2014
Q1 | $315K | Sell |
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|
2013
Q4 | $292K | Buy |
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