FDx 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 | $223K | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $408K | Sell |
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|
2019
Q3 | $426K | Sell |
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|
2019
Q2 | $499K | Sell |
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|
2019
Q1 | $544K | Buy |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $485K | Sell |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $497K | Sell |
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|
2017
Q4 | $575K | Buy |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $301K | Sell |
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|
2017
Q1 | $294K | Buy |
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|
2016
Q4 | $225K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $330K | Buy |
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|
2016
Q1 | $289K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $252K | Sell |
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|
2013
Q3 | $257K | Sell |
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|
2013
Q2 | $277K | Buy |
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