Cranbrook Wealth 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
Q3 | $234K | Hold |
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|
2025
Q2 | $198K | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $181K | Hold |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $197K | Hold |
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|
2021
Q3 | $182K | Hold |
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|
2021
Q2 | $191K | Hold |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $194K | Hold |
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|
2020
Q3 | $200K | Hold |
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|
2020
Q2 | $182K | Hold |
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|
2020
Q1 | $175K | Hold |
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|
2019
Q4 | $184K | Buy |
|