Jackson Grant Investment Advisers’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 | $162K | Hold |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $160K | Hold |
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|
2024
Q3 | $155K | Hold |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $128K | Hold |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $136K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $158K | Hold |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $149K | Hold |
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|
2020
Q1 | $143K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $154K | Hold |
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|
2019
Q2 | $141K | Hold |
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|
2019
Q1 | $134K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
|