Global Retirement Partners’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 | $647K | Buy |
|
|||||
|
2025
Q2 | $448K | Buy |
|
|||||
|
2024
Q4 | $266K | Buy |
|
|||||
|
2024
Q3 | $239K | Sell |
|
|||||
|
2024
Q2 | $303K | Buy |
|
|||||
|
2024
Q1 | $231K | Buy |
|
|||||
|
2023
Q4 | $230K | Sell |
|
|||||
|
2023
Q3 | $594K | Sell |
|
|||||
|
2023
Q2 | $807K | Buy |
|
|||||
|
2023
Q1 | $875K | Sell |
|
|||||
|
2022
Q4 | $925K | Buy |
|
|||||
|
2022
Q3 | $784K | Buy |
|
|||||
|
2022
Q2 | $844K | Sell |
|
|||||
|
2022
Q1 | $912K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $39K | Sell |
|
|||||
|
2021
Q2 | $44K | Buy |
|
|||||
|
2021
Q1 | $22K | Sell |
|
|||||
|
2020
Q4 | $252K | Buy |
|
|||||
|
2020
Q3 | $251K | Sell |
|
|||||
|
2020
Q2 | $229K | Sell |
|
|||||
|
2020
Q1 | $276K | Sell |
|
|||||
|
2019
Q4 | $403K | Sell |
|
|||||
|
2019
Q3 | $974K | Buy |
|
|||||
|
2019
Q2 | $392K | Buy |
|
|||||
|
2019
Q1 | $361K | Sell |
|
|||||
|
2018
Q4 | $343K | Buy |
|
|||||
|
2018
Q3 | $17K | Buy |
|
|||||
|
2018
Q2 | $10K | Sell |
|
|||||
|
2018
Q1 | $34K | Buy |
|
|||||
|
2017
Q4 | $10K | Buy |
|
|||||
|
2017
Q3 | $5K | Hold |
|
|||||
|
2017
Q2 | $4K | Sell |
|
|||||
|
2017
Q1 | $6K | Hold |
|
|||||
|
2016
Q4 | $6K | Buy |
|