Principle Wealth 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
Q3 | $362K | Hold |
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|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $255 | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $265K | Buy |
|