Capital Investment 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
Q3
$212K Buy
2022
Q3
Sell
2022
Q2
$200K Sell
2022
Q1
$209K Buy
2019
Q4
Sell
2019
Q3
$183K Sell
2019
Q2
$176K Buy
2019
Q1
$28K Hold
2018
Q4
$25K Buy