Leverty Financial Group’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
Q3 | $255K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $16K | Buy |
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