Corient Private Wealth’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 | $8.88M | Buy |
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|
2025
Q1 | $9.2M | Sell |
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|
2024
Q4 | $9.06M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $7.22M | Sell |
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|
2024
Q1 | $8.27M | Sell |
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|
2023
Q4 | $42.5M | Buy |
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|
2023
Q3 | $18.9M | Buy |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $21.5M | Buy |
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|
2022
Q4 | $22.2M | Buy |
|