Calton & Associates’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
Q4 | $687K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $56K | Buy |
|