Cary Street Partners Investment Advisory’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 | $57.9K | Sell |
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|
2025
Q1 | $61K | Buy |
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|
2024
Q4 | $42.5K | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $182K | Buy |
|