Emerald 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 | $917K | Hold |
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|
2025
Q2 | $774K | Hold |
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|
2025
Q1 | $805K | Hold |
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|
2024
Q4 | $767K | Hold |
|
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|
2024
Q3 | $728K | Hold |
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|
2024
Q2 | $607K | Hold |
|
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|
2024
Q1 | $611K | Hold |
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|
2023
Q4 | $704K | Hold |
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|
2023
Q3 | $650K | Hold |
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|
2023
Q2 | $707K | Hold |
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|
2023
Q1 | $767K | Hold |
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|
2022
Q4 | $797K | Hold |
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|
2022
Q3 | $727K | Hold |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $608K | Buy |
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|
2021
Q1 | $473K | Hold |
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|
2020
Q4 | $474K | Hold |
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|
2020
Q3 | $490K | Hold |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $309K | Buy |
|