RWPA
Richard W. Paul & Associates’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
319
+8
| +3% | +$545 | 0.01% | 215 |
|
|
2025
Q1 | $22K | Sell |
311
-4
| -1% | -$283 | 0.01% | 212 |
|
|
2024
Q4 | $21.3K | Sell |
315
-1
| -0.3% | -$68 | 0.01% | 253 |
|
|
2024
Q3 | $20.6K | Buy |
316
+69
| +28% | +$4.51K | 0.01% | 252 |
|
|
2024
Q2 | $13.2K | Buy |
247
+37
| +18% | +$1.98K | 0.01% | 287 |
|
|
2024
Q1 | $11.3K | Sell |
210
-4
| -2% | -$215 | ﹤0.01% | 311 |
|
|
2023
Q4 | $13.2K | Buy |
214
+103
| +93% | +$6.38K | 0.01% | 283 |
|
|
2023
Q3 | $6.35K | Buy |
111
+46
| +71% | +$2.63K | ﹤0.01% | 328 |
|
|
2023
Q2 | $4.04K | Hold |
65
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $4.38K | Hold |
65
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $4.56K | Buy |
+65
| New | +$4.56K | ﹤0.01% | 375 |
|