Castle Rock Wealth Management’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 | $395K | Buy |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $338K | Hold |
|
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|
2024
Q3 | $311K | Buy |
|
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|
2024
Q2 | $258K | Buy |
|
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|
2024
Q1 | $264K | Hold |
|
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|
2023
Q4 | $312K | Hold |
|
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $314K | Hold |
|
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|
2023
Q1 | $340K | Hold |
|
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|
2022
Q4 | $338K | Hold |
|
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|
2022
Q3 | $294K | Hold |
|
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|
2022
Q2 | $342K | Hold |
|
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|
2022
Q1 | $368K | Hold |
|
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $308K | Hold |
|
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|
2021
Q2 | $338K | Hold |
|
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $318K | Buy |
|