IFS 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
Q3 | $77.1K | Hold |
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|
2025
Q2 | $65.1K | Sell |
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|
2025
Q1 | $81.8K | Hold |
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|
2024
Q4 | $78.1K | Buy |
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|
2024
Q3 | $62.4K | Hold |
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|
2024
Q2 | $51.1K | Hold |
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|
2024
Q1 | $51.4K | Hold |
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|
2023
Q4 | $59.2K | Hold |
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|
2023
Q3 | $54.7K | Hold |
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|
2023
Q2 | $59.4K | Hold |
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|
2023
Q1 | $64.5K | Hold |
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|
2022
Q4 | $67K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $63K | Buy |
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