Planning Center Inc’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 | $307K | Hold |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $257K | Hold |
|
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $312K | Buy |
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