Empirical Wealth Management’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
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $859K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $961K | Buy |
|
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $487K | Buy |
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $370K | Buy |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $234K | Hold |
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|
2017
Q4 | $247K | Buy |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $227K | Buy |
|