Obermeyer Wealth Partners’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
Q3 | $416K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $219K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $266K | Hold |
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|
2014
Q3 | $225K | Buy |
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|
2014
Q2 | $226K | Hold |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $198K | Buy |
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