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
Q4 | $1.92M | Buy |
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|
2025
Q3 | $2.09M | Buy |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $952K | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $914K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $266K | Buy |
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