First Business Financial Services’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
Q3 | $348K | Buy |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $291K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $240K | Buy |
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