HB 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 | $1.61M | Buy |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $271K | Buy |
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