EP Wealth 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
Q2 | $23.7M | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $352K | Hold |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $205K | Buy |
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