Gradient Investments’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 | – | Sell |
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|
2025
Q2 | $13.5M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $14M | Sell |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $4.14K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $141K | Buy |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $111K | Hold |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $33K | Buy |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $30K | Sell |
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|
2015
Q4 | $3.81M | Buy |
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|
2015
Q3 | $3.63M | Sell |
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|
2015
Q2 | $3.62M | Buy |
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|
2015
Q1 | $3.69M | Buy |
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|
2014
Q4 | $3.62M | Buy |
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|
2014
Q3 | $2.76M | Buy |
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|
2014
Q2 | $2.6M | Buy |
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|
2014
Q1 | $2.11M | Buy |
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|
2013
Q4 | $1.74M | Buy |
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|
2013
Q3 | $1.36M | Buy |
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|
2013
Q2 | $1.12M | Buy |
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