IFP 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 | $497K | Sell |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $843K | Sell |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $780K | Buy |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $985K | Buy |
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|
2020
Q2 | $775K | Sell |
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|
2020
Q1 | $730K | Buy |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q1 | $105K | Sell |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $480K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $334K | Hold |
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|
2017
Q4 | $334K | Sell |
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|
2017
Q3 | $977K | Sell |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $719K | Buy |
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|
2016
Q4 | $648K | Buy |
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|
2016
Q3 | $625K | Buy |
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|
2016
Q2 | $635K | Buy |
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|
2016
Q1 | $105K | Sell |
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|
2015
Q4 | $447K | Buy |
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