Costello Asset Management’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 | $125K | Buy |
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|
2025
Q1 | $130K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $86K | Buy |
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