EverSource 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 | $781K | Buy |
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|
2025
Q1 | $716K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $593K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $36.2K | Buy |
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|
2023
Q2 | $37.2K | Sell |
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|
2023
Q1 | $51.8K | Sell |
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|
2022
Q4 | $66.3K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $22K | Buy |
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