Strategic Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.5K | Buy |
|
|||||
|
2025
Q4 | $27.5K | Hold |
|
|||||
|
2025
Q3 | $30K | Hold |
|
|||||
|
2025
Q2 | $25.3K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $12 | Hold |
|
|||||
|
2019
Q2 | $11K | Hold |
|
|||||
|
2019
Q1 | $11K | Sell |
|
|||||
|
2018
Q4 | $18K | Sell |
|
|||||
|
2018
Q3 | $21K | Hold |
|
|||||
|
2018
Q2 | $20K | Sell |
|
|||||
|
2018
Q1 | $37K | Sell |
|
|||||
|
2017
Q4 | $142K | Buy |
|