Kestra Private Wealth 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 | $719K | Buy |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $474K | Sell |
|
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $368K | Buy |
|
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.07M | Buy |
|