Mitchell & Pahl Private Wealth’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
$2.09M Buy
2025
Q2
$1.75M Buy
2025
Q1
$1.76M Buy
2024
Q4
$1.6M Buy
2024
Q3
$1.46M Buy
2024
Q2
$1.08M Buy
2024
Q1
$1.05M Buy
2023
Q4
$1.09M Sell
2023
Q3
$1.02M Buy
2023
Q2
$952K Buy
2023
Q1
$955K Buy
2022
Q4
$914K Buy
2022
Q3
$783K Buy
2022
Q2
$791K Buy
2022
Q1
$694K Buy
2021
Q4
$527K Buy
2021
Q3
$433K Buy
2021
Q2
$441K Buy
2021
Q1
$393K Buy
2020
Q4
$266K Buy