International Assets Investment 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
Q3 | $495K | Hold |
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|
2025
Q2 | $491K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $86.6K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $498 | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.19M | Buy |
|