Richard W. Paul & Associates’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 | $21.7K | Buy |
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|
2025
Q1 | $22K | Sell |
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|
2024
Q4 | $21.3K | Sell |
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|
2024
Q3 | $20.6K | Buy |
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|
2024
Q2 | $13.2K | Buy |
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|
2024
Q1 | $11.3K | Sell |
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|
2023
Q4 | $13.2K | Buy |
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|
2023
Q3 | $6.35K | Buy |
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|
2023
Q2 | $4.04K | Hold |
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|
2023
Q1 | $4.38K | Hold |
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|
2022
Q4 | $4.56K | Buy |
|