Nicolet Advisory Services’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 | $708K | Buy |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $210K | Buy |
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