Checchi Capital Advisers’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 | $439K | Buy |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $543K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $258K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $259K | Sell |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $273K | Sell |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $222K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204K | Buy |
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