Great Waters 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 | $848K | Sell |
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|
2025
Q2 | $921K | Sell |
|
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|
2025
Q1 | $994K | Sell |
|
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|
2024
Q4 | $1.04M | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $893K | Sell |
|
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|
2024
Q1 | $1.26M | Buy |
|
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|
2023
Q4 | $1.48M | Sell |
|
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|
2023
Q3 | $1.33M | Sell |
|
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|
2023
Q2 | $1.47M | Sell |
|
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.69M | Buy |
|