JFS Wealth Advisors’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 | $17.9K | Hold |
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|
2025
Q1 | $18.6K | Buy |
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|
2024
Q4 | $17.4K | Hold |
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|
2024
Q3 | $16.8K | Buy |
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|
2024
Q2 | $12.4K | Sell |
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|
2024
Q1 | $12.8K | Sell |
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|
2023
Q4 | $17.5K | Buy |
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|
2023
Q3 | $10.6K | Sell |
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|
2023
Q2 | $16.2K | Sell |
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|
2023
Q1 | $19.5K | Buy |
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|
2022
Q4 | $19.3K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Buy |
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