Personal CFO Solutions’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 | $403K | Sell |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $334K | Buy |
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