Claro Advisors’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 | $309K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $3K | Buy |
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