Finer Wealth 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 | $745K | Hold |
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|
2025
Q1 | $775K | Hold |
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|
2024
Q4 | $739K | Hold |
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|
2024
Q3 | $715K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $685K | Hold |
|
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|
2023
Q4 | $789K | Hold |
|
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|
2023
Q3 | $730K | Hold |
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|
2023
Q2 | $793K | Hold |
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|
2023
Q1 | $860K | Hold |
|
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|
2022
Q4 | $894K | Hold |
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|
2022
Q3 | $816K | Hold |
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|
2022
Q2 | $902K | Hold |
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|
2022
Q1 | $920K | Hold |
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|
2021
Q4 | $863K | Buy |
|