Crewe Advisors’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 | – | Sell |
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|
2025
Q2 | $3.06K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.12K | Sell |
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|
2024
Q2 | $6.89K | Buy |
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|
2024
Q1 | $5.86K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $229 | Buy |
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|
2023
Q2 | $187 | Sell |
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|
2023
Q1 | $40.5K | Sell |
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|
2022
Q4 | $45.2K | Buy |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Buy |
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