Financial Advocates Investment 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 | $530K | Sell |
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|
2025
Q1 | $702K | Buy |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $250K | Buy |
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