Great Valley Advisor Group’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
Q2 | $871K | Sell |
|
|||||
|
2025
Q1 | $1.36M | Buy |
|
|||||
|
2024
Q4 | $1.11M | Sell |
|
|||||
|
2024
Q3 | $1.3M | Buy |
|
|||||
|
2024
Q2 | $1.05M | Buy |
|
|||||
|
2024
Q1 | $948K | Buy |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $696K | Sell |
|
|||||
|
2023
Q2 | $784K | Sell |
|
|||||
|
2023
Q1 | $883K | Buy |
|
|||||
|
2022
Q4 | $917K | Sell |
|
|||||
|
2022
Q3 | $876K | Sell |
|
|||||
|
2022
Q2 | $970K | Buy |
|
|||||
|
2022
Q1 | $937K | Buy |
|
|||||
|
2021
Q4 | $855K | Sell |
|
|||||
|
2021
Q3 | $822K | Sell |
|
|||||
|
2021
Q2 | $898K | Buy |
|
|||||
|
2021
Q1 | $837K | Sell |
|
|||||
|
2020
Q4 | $920K | Buy |
|
|||||
|
2020
Q3 | $853K | Buy |
|
|||||
|
2020
Q2 | $541K | Buy |
|
|||||
|
2020
Q1 | $399K | Buy |
|
|||||
|
2019
Q4 | $377K | Buy |
|
|||||
|
2019
Q3 | $225K | Buy |
|