Independent Advisor Alliance’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 | $911K | Buy |
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|
2025
Q2 | $740K | Buy |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
|