Concord Wealth 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
Q2 | $323K | Hold |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $40K | Buy |
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