RWA 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
Q1 | – | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $321K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $53K | Buy |
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|
2018
Q1 | $49K | Buy |
|