Capital Advisory Group Advisory Services’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 | $723K | Buy |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $825K | Buy |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $937K | Sell |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $620K | Buy |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $173K | Hold |
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|
2019
Q1 | $164K | Hold |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $134K | Hold |
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|
2018
Q1 | $132K | Buy |
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