Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | $188K | Buy |
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|
2018
Q4 | $164K | Buy |
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|
2018
Q3 | $156K | Buy |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | $149K | Sell |
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|
2017
Q4 | $211K | Buy |
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