Integrated Wealth Concepts’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
Q4 | – | Sell |
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|
2025
Q3 | $2.83M | Sell |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.89M | Sell |
|
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|
2024
Q4 | $3.13M | Buy |
|
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|
2024
Q3 | $1.14M | Buy |
|
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|
2024
Q2 | $893K | Buy |
|
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|
2024
Q1 | $795K | Buy |
|
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $706K | Buy |
|
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|
2023
Q2 | $693K | Buy |
|
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|
2023
Q1 | $599K | Buy |
|