EPIQ Partners’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 Hold
2025
Q1
$1.97M Sell
2024
Q4
$1.95M Hold
2024
Q3
$1.89M Buy
2024
Q2
$1.54M Sell
2024
Q1
$1.56M Buy
2023
Q4
$1.79M Sell
2023
Q3
$1.78M Sell
2023
Q2
$2M Buy
2023
Q1
$2.17M Sell
2022
Q4
$2.28M Buy
2022
Q3
$2.08M Hold
2022
Q2
$2.3M Buy
2022
Q1
$2.35M Hold
2021
Q4
$2.2M Buy
2021
Q3
$2.03M Buy
2021
Q2
$1.88M Hold
2021
Q1
$1.89M Sell
2020
Q4
$1.93M Hold
2020
Q3
$2.06M Hold
2020
Q2
$1.8M Hold
2020
Q1
$1.74M Hold
2019
Q4
$1.83M Buy