Sound View Wealth Advisors Group’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
Q3 | $2.65M | Buy |
|
|||||
|
2025
Q2 | $2.09M | Buy |
|
|||||
|
2025
Q1 | $1.19M | Buy |
|
|||||
|
2024
Q4 | $1.05M | Buy |
|
|||||
|
2024
Q3 | $253K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $296K | Buy |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $229K | Buy |
|
|||||
|
2023
Q1 | $243K | Sell |
|
|||||
|
2022
Q4 | $296K | Buy |
|
|||||
|
2022
Q3 | $203K | Hold |
|
|||||
|
2022
Q2 | $224K | Sell |
|
|||||
|
2022
Q1 | $229K | Buy |
|
|||||
|
2021
Q4 | $214K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $209K | Hold |
|
|||||
|
2021
Q1 | $211K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $206K | Buy |
|