HeadInvest LLC’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 | – | Sell |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $361K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $352K | Hold |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $534K | Buy |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $247K | Buy |
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|
2016
Q4 | $206K | Hold |
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|
2016
Q3 | $202K | Hold |
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|
2016
Q2 | $227K | Hold |
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|
2016
Q1 | $212K | Buy |
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