JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $3.56M | Sell |
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|
2023
Q1 | $6.57M | Sell |
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|
2022
Q4 | $7.71M | Sell |
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|
2022
Q3 | $7.39M | Buy |
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|
2022
Q2 | $8.02M | Buy |
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|
2022
Q1 | $6.56M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $858K | Buy |
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|
2019
Q2 | $526K | Sell |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $551K | Sell |
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|
2018
Q2 | $622K | Buy |
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|
2018
Q1 | $585K | Buy |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $471K | Buy |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $443K | Buy |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $350K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $210K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $214K | Buy |
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