PGAM
Princeton Global Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09K | Buy |
+60
| New | +$4.09K | ﹤0.01% | 633 |
|
|
2024
Q1 | – | Sell |
-197
| Closed | -$12.2K | – | 678 |
|
|
2023
Q4 | $12.2K | Sell |
197
-53
| -21% | -$3.28K | ﹤0.01% | 416 |
|
|
2023
Q3 | $14.3K | Hold |
250
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $15.5K | Hold |
250
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $16.9K | Hold |
250
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $18K | Hold |
250
| – | – | 0.01% | 340 |
|
|
2022
Q3 | $16K | Hold |
250
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $18K | Hold |
250
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $18K | Hold |
250
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $17K | Hold |
250
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $17K | Hold |
250
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $17K | Hold |
250
| – | – | 0.01% | 348 |
|
|
2020
Q3 | $17K | Sell |
250
-235
| -48% | -$16K | 0.01% | 314 |
|
|
2020
Q2 | $30K | Hold |
485
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $29K | Buy |
485
+250
| +106% | +$14.9K | 0.01% | 276 |
|
|
2019
Q4 | $15 | Buy |
+235
| New | +$15 | 0.01% | 375 |
|