CVA Family Office’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 | $30.9K | Sell |
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|
2025
Q2 | $28.1K | Sell |
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|
2025
Q1 | $31.9K | Sell |
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|
2024
Q4 | $35.9K | Buy |
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|
2024
Q3 | $14.2K | Sell |
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|
2024
Q2 | $30.5K | Sell |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $61.1K | Sell |
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|
2023
Q1 | $75.5K | Buy |
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|
2022
Q4 | $77.1K | Sell |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $79K | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $57K | Buy |
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