Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Buy |
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|
2025
Q4 | $2.46M | Sell |
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|
2025
Q3 | $2.82M | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Sell |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $86K | Buy |
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