SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $332K | Sell |
|
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|
2024
Q1 | $386K | Sell |
|
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|
2023
Q4 | $495K | Buy |
|
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|
2023
Q3 | $299K | Buy |
|
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $403K | Sell |
|
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|
2022
Q4 | $486K | Sell |
|
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|
2022
Q3 | $494K | Buy |
|
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $274K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $204K | Sell |
|
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|
2021
Q1 | $210K | Sell |
|
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $223K | Sell |
|
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|
2020
Q2 | $207K | Sell |
|
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $250K | Sell |
|
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|
2019
Q3 | $350K | Hold |
|
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|
2019
Q2 | $321K | Sell |
|
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|
2019
Q1 | $308K | Buy |
|
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|
2018
Q4 | $260K | Sell |
|
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $355K | Sell |
|
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|
2018
Q1 | $420K | Sell |
|
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|
2017
Q4 | $462K | Buy |
|
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|
2017
Q3 | $226K | Sell |
|
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|
2017
Q2 | $223K | Buy |
|