Kestra Advisory Services’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 | $3.65M | Buy |
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $2.69M | Buy |
|
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|
2024
Q1 | $2.53M | Sell |
|
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|
2023
Q4 | $4.47M | Buy |
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|
2023
Q3 | $4.07M | Buy |
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|
2023
Q2 | $2.77M | Sell |
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|
2023
Q1 | $3.22M | Sell |
|
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|
2022
Q4 | $3.46M | Sell |
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|
2022
Q3 | $5.39M | Buy |
|
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|
2022
Q2 | $3.32M | Sell |
|
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|
2022
Q1 | $3.93M | Buy |
|
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $3.07M | Buy |
|
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.29M | Sell |
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|
2020
Q4 | $5.03M | Buy |
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|
2020
Q3 | $2.72M | Buy |
|