HBK Sorce Advisory’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 | $447K | Sell |
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|
2025
Q2 | $393K | Buy |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $399K | Buy |
|
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $266K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $303K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | $372K | Sell |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $391K | Hold |
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|
2018
Q1 | $389K | Buy |
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|
2017
Q4 | $404K | Hold |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $411K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $322K | Buy |
|
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|
2016
Q3 | $265K | Sell |
|
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $286K | Buy |
|
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $391K | Hold |
|
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|
2014
Q3 | $331K | Sell |
|
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|
2014
Q2 | $387K | Buy |
|
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|
2014
Q1 | $360K | Sell |
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|
2013
Q4 | $357K | Sell |
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|
2013
Q3 | $420K | Sell |
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|
2013
Q2 | $948K | Buy |
|