PrairieView 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
Q2 | $359K | Hold |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $804K | Hold |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $689K | Sell |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $688K | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $3.25M | Buy |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $3.06M | Sell |
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|
2018
Q4 | $3.03M | Sell |
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|
2018
Q3 | $2.95M | Sell |
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|
2018
Q2 | $5.18M | Buy |
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|
2018
Q1 | $5.13M | Buy |
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|
2017
Q4 | $3.07M | Buy |
|