Perigon Wealth Management’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 | $602K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $576K | Sell |
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $12K | Sell |
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|
2017
Q3 | $57K | Hold |
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|
2017
Q2 | $55K | Hold |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $49K | Hold |
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|
2016
Q2 | $53K | Hold |
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|
2016
Q1 | $50K | Buy |
|