Procyon Advisors’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 | $1.51M | Sell |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $656K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $25K | Buy |
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