Marks Group Wealth 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 | $494K | Sell |
|
|||||
|
2025
Q1 | $600K | Buy |
|
|||||
|
2024
Q4 | $570K | Hold |
|
|||||
|
2024
Q3 | $551K | Sell |
|
|||||
|
2024
Q2 | $578K | Sell |
|
|||||
|
2024
Q1 | $627K | Hold |
|
|||||
|
2023
Q4 | $723K | Hold |
|
|||||
|
2023
Q3 | $668K | Hold |
|
|||||
|
2023
Q2 | $726K | Sell |
|
|||||
|
2023
Q1 | $900K | Hold |
|
|||||
|
2022
Q4 | $935K | Buy |
|
|||||
|
2022
Q3 | $800K | Hold |
|
|||||
|
2022
Q2 | $884K | Buy |
|
|||||
|
2022
Q1 | $827K | Buy |
|
|||||
|
2021
Q4 | $669K | Buy |
|
|||||
|
2021
Q3 | $287K | Sell |
|
|||||
|
2021
Q2 | $318K | Hold |
|
|||||
|
2021
Q1 | $322K | Hold |
|
|||||
|
2020
Q4 | $323K | Hold |
|
|||||
|
2020
Q3 | $334K | Buy |
|
|||||
|
2020
Q2 | $287K | Hold |
|
|||||
|
2020
Q1 | $277K | Sell |
|
|||||
|
2019
Q4 | $296K | Buy |
|