Kozak & Associates’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 | $266K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $258K | Sell |
|
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|
2024
Q2 | $224K | Hold |
|
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|
2024
Q1 | $237K | Buy |
|
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|
2023
Q4 | $255K | Sell |
|
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|
2023
Q3 | $349K | Buy |
|
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $404K | Buy |
|
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|
2022
Q4 | $419K | Buy |
|
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $331K | Buy |
|