HighMark 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 | $1.04M | Buy |
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|
2025
Q2 | $876K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $851K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $570K | Buy |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $520K | Buy |
|