MAI Capital Management’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 | $196K | Buy |
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|
2025
Q1 | $180K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $274K | Sell |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $251K | Sell |
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|
2014
Q2 | $306K | Buy |
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|
2014
Q1 | $284K | Buy |
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|
2013
Q4 | $232K | Buy |
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|
2013
Q3 | $216K | Buy |
|