Cerity Partners’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 | $23.4M | Sell |
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|
2025
Q2 | $20.8M | Sell |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $17.8M | Buy |
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|
2024
Q2 | $8.12M | Sell |
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|
2024
Q1 | $8.73M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $4.64M | Buy |
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|
2022
Q2 | $5.08M | Buy |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $229K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $339K | Buy |
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|
2017
Q3 | $327K | Buy |
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