Summit Financial’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
Q4 | $599K | Sell |
|
|||||
|
2025
Q3 | $693K | Buy |
|
|||||
|
2025
Q2 | $536K | Buy |
|
|||||
|
2025
Q1 | $511K | Buy |
|
|||||
|
2024
Q4 | $375K | Sell |
|
|||||
|
2024
Q3 | $367K | Sell |
|
|||||
|
2024
Q2 | $330K | Buy |
|
|||||
|
2024
Q1 | $267K | Sell |
|
|||||
|
2023
Q4 | $311K | Sell |
|
|||||
|
2023
Q3 | $321K | Sell |
|
|||||
|
2023
Q2 | $364K | Buy |
|