IHT 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
Q2 | $687K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $805K | Buy |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $280K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $63K | Hold |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $2 | Buy |
|