Spire Wealth Management’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 | $435K | Sell |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $464K | Buy |
|
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|
2024
Q3 | $436K | Sell |
|
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|
2024
Q2 | $357K | Buy |
|
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $488K | Sell |
|
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|
2022
Q4 | $3.53M | Sell |
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $426K | Buy |
|