SWM
Segment Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
6,066
+1,759
| +41% | +$120K | 0.03% | 218 |
|
|
2025
Q1 | $305K | Buy |
+4,307
| New | +$305K | 0.02% | 238 |
|
|
2023
Q3 | – | Sell |
-3,229
| Closed | -$201K | – | 223 |
|
|
2023
Q2 | $201K | Hold |
3,229
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $218K | Sell |
3,229
-270
| -8% | -$18.2K | 0.02% | 197 |
|
|
2022
Q4 | $245K | Hold |
3,499
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $224K | Hold |
3,499
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $248K | Hold |
3,499
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $253K | Hold |
3,499
| – | – | 0.03% | 226 |
|
|
2021
Q4 | $237K | Buy |
+3,499
| New | +$237K | 0.02% | 231 |
|