Montag & Associates’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 | $281K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $240K | Sell |
|
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $322K | Buy |
|
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $253K | Hold |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $238K | Buy |
|