CWA Asset Management Group’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
Q4 | $534K | Sell |
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|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $1.03M | Buy |
|
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|
2025
Q1 | $890K | Buy |
|
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|
2024
Q4 | $724K | Buy |
|
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|
2024
Q3 | $635K | Buy |
|
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|
2024
Q1 | $656K | Buy |
|
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|
2023
Q4 | $400K | Buy |
|
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|
2023
Q3 | $366K | Buy |
|
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|
2023
Q2 | $294K | Sell |
|
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|
2023
Q1 | $327K | Buy |
|
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|
2022
Q4 | $334K | Buy |
|
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|
2022
Q3 | $294K | Buy |
|
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|
2022
Q2 | $325K | Buy |
|
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|
2022
Q1 | $330K | Buy |
|
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $302K | Buy |
|
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $305K | Buy |
|
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|
2020
Q3 | $315K | Sell |
|
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $367K | Buy |
|