Pinnacle Financial Partners (Tennessee)’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 | $472K | Buy |
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|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $26.9K | Hold |
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|
2024
Q1 | $26.9K | Hold |
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|
2023
Q4 | $31K | Hold |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $31.1K | Hold |
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|
2023
Q1 | $33.7K | Hold |
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|
2022
Q4 | $35.1K | Hold |
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|
2022
Q3 | $32K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $296K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Buy |
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