Heritage Wealth Advisors’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 | $70.8K | Hold |
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|
2025
Q1 | $73.6K | Hold |
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|
2024
Q4 | $70.2K | Buy |
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|
2024
Q3 | $26.1K | Hold |
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|
2024
Q2 | $21.4K | Hold |
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|
2024
Q1 | $21.5K | Hold |
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|
2023
Q4 | $24.8K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $64.2K | Hold |
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|
2021
Q1 | $64.8K | Hold |
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|
2020
Q4 | $65K | Buy |
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