CreativeOne 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 | $535K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $292K | Buy |
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