Sunbelt Securities’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 | $156K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $156K | Sell |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $132K | Buy |
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|
2024
Q1 | $64.5K | Hold |
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|
2023
Q4 | $74.3K | Hold |
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|
2023
Q3 | $68.7K | Sell |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.54M | Buy |
|