SFMG Wealth 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 | $523K | Hold |
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|
2025
Q1 | $543K | Hold |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $501K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $391K | Hold |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $377K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $346K | Hold |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $360K | Hold |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $338K | Hold |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $340K | Hold |
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|
2016
Q1 | $318K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Buy |
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