FSB Premier 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
Q3 | $279K | Sell |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $319K | Buy |
|