CRA Financial Services’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 | – | Sell |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $207K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $240K | Buy |
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