Moneta Group Investment Advisors’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 | $252K | Buy |
|
|||||
|
2025
Q1 | $257K | Sell |
|
|||||
|
2024
Q4 | $263K | Buy |
|
|||||
|
2024
Q3 | $238K | Sell |
|
|||||
|
2024
Q2 | $203K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $312K | Buy |
|
|||||
|
2023
Q3 | $257K | Buy |
|
|||||
|
2023
Q2 | $212K | Sell |
|
|||||
|
2023
Q1 | $285K | Sell |
|
|||||
|
2022
Q4 | $507K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $251K | Sell |
|
|||||
|
2021
Q4 | $264K | Sell |
|
|||||
|
2021
Q3 | $262K | Sell |
|
|||||
|
2021
Q2 | $278K | Buy |
|
|||||
|
2021
Q1 | $280K | Sell |
|
|||||
|
2020
Q4 | $300K | Buy |
|
|||||
|
2020
Q3 | $224K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $1K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $9K | Buy |
|