CX Institutional’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 | $562K | Buy |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $35K | Sell |
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|
2020
Q3 | $80K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $28K | Buy |
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|
2019
Q2 | $24K | Buy |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Buy |
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