IEQ Capital’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 | $247K | Sell |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $814K | Buy |
|
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|
2022
Q4 | $665K | Sell |
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|
2022
Q3 | $948K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $214K | Buy |
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