Marquette Asset 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
Q3 | $138K | Buy |
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|
2025
Q2 | $114K | Sell |
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|
2025
Q1 | $145K | Sell |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $150K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | $93.5K | Hold |
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|
2023
Q3 | $86.4K | Sell |
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|
2023
Q2 | $116K | Buy |
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|
2023
Q1 | $98.6K | Hold |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $103K | Sell |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $27K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $127K | Buy |
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