Lindbrook Capital’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
Q1 | $267K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $138K | Sell |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $133K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $143K | Buy |
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|
2022
Q4 | $106K | Sell |
|
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $94K | Buy |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $85K | Sell |
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|
2020
Q2 | $88K | Sell |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $108K | Sell |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $102K | Sell |
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|
2019
Q1 | $97K | Hold |
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|
2018
Q4 | $85K | Buy |
|