Capital Investment 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
Q3 | $414K | Sell |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $225K | Buy |
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