SC&H Financial 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
Q2 | $381K | Hold |
|
|||||
|
2025
Q1 | $396K | Hold |
|
|||||
|
2024
Q4 | $378K | Sell |
|
|||||
|
2024
Q3 | $427K | Sell |
|
|||||
|
2024
Q2 | $371K | Sell |
|
|||||
|
2024
Q1 | $422K | Sell |
|
|||||
|
2023
Q4 | $535K | Sell |
|
|||||
|
2023
Q3 | $528K | Sell |
|
|||||
|
2023
Q2 | $588K | Sell |
|
|||||
|
2023
Q1 | $689K | Buy |
|
|||||
|
2022
Q4 | $680K | Sell |
|
|||||
|
2022
Q3 | $657K | Sell |
|
|||||
|
2022
Q2 | $762K | Buy |
|
|||||
|
2022
Q1 | $568K | Sell |
|
|||||
|
2021
Q4 | $553K | Buy |
|