Deseret Mutual Benefit Administrators’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 | $74.2K | Sell |
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|
2025
Q2 | $63.7K | Hold |
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|
2025
Q1 | $66.3K | Hold |
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|
2024
Q4 | $63.2K | Hold |
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|
2024
Q3 | $61.1K | Hold |
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|
2024
Q2 | $50K | Buy |
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|
2024
Q1 | $41.5K | Hold |
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|
2023
Q4 | $47.8K | Sell |
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|
2023
Q3 | $55.7K | Sell |
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|
2023
Q2 | $63.2K | Hold |
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|
2023
Q1 | $68.5K | Hold |
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|
2022
Q4 | $71.2K | Sell |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $167K | Sell |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $182K | Buy |
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