Chicago Partners Investment Group’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 | $747K | Buy |
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|
2025
Q2 | $646K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $671K | Buy |
|
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|
2024
Q3 | $526K | Buy |
|
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $375K | Sell |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $372K | Buy |
|
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $198K | Hold |
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|
2018
Q2 | $183K | Hold |
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|
2018
Q1 | $182K | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $234K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $219K | Sell |
|
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | $202K | Buy |
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|
2016
Q2 | $219K | Buy |
|
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|
2016
Q1 | $205K | Buy |
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|
2015
Q4 | $160K | Buy |
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|
2015
Q3 | $142K | Sell |
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|
2015
Q2 | $268K | Buy |
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|
2015
Q1 | $139K | Sell |
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|
2014
Q4 | $144K | Buy |
|