GHP Investment 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
Q3 | $234K | Buy |
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|
2025
Q2 | $197K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $190K | Sell |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $150K | Sell |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $184K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $210K | Sell |
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|
2017
Q3 | $224K | Sell |
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|
2017
Q2 | $437K | Buy |
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|
2017
Q1 | $274K | Buy |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q2 | $227K | Sell |
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|
2016
Q1 | $226K | Buy |
|