Mutual 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 | $226K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $228K | Sell |
|
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $506K | Buy |
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