TCI Wealth Advisors’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 | $389K | Buy |
|
|||||
|
2025
Q2 | $281K | Sell |
|
|||||
|
2025
Q1 | $296K | Sell |
|
|||||
|
2024
Q4 | $291K | Buy |
|
|||||
|
2024
Q3 | $274K | Sell |
|
|||||
|
2024
Q2 | $224K | Sell |
|
|||||
|
2024
Q1 | $226K | Sell |
|
|||||
|
2023
Q4 | $262K | Buy |
|
|||||
|
2023
Q3 | $239K | Sell |
|
|||||
|
2023
Q2 | $266K | Sell |
|
|||||
|
2023
Q1 | $344K | Buy |
|
|||||
|
2022
Q4 | $300K | Sell |
|
|||||
|
2022
Q3 | $282K | Buy |
|
|||||
|
2022
Q2 | $311K | Buy |
|
|||||
|
2022
Q1 | $309K | Buy |
|
|||||
|
2021
Q4 | $289K | Sell |
|
|||||
|
2021
Q3 | $270K | Hold |
|
|||||
|
2021
Q2 | $285K | Buy |
|
|||||
|
2021
Q1 | $284K | Buy |
|
|||||
|
2020
Q4 | $278K | Hold |
|
|||||
|
2020
Q3 | $287K | Hold |
|
|||||
|
2020
Q2 | $260K | Buy |
|
|||||
|
2020
Q1 | $251K | Sell |
|
|||||
|
2019
Q4 | $305K | Buy |
|
|||||
|
2019
Q3 | $270K | Hold |
|
|||||
|
2019
Q2 | $247K | Hold |
|
|||||
|
2019
Q1 | $234K | Hold |
|
|||||
|
2018
Q4 | $205K | Buy |
|
|||||
|
2018
Q3 | $196K | Hold |
|
|||||
|
2018
Q2 | $190K | Hold |
|
|||||
|
2018
Q1 | $189K | Hold |
|
|||||
|
2017
Q4 | $200K | Hold |
|
|||||
|
2017
Q3 | $197K | Hold |
|
|||||
|
2017
Q2 | $191K | Hold |
|
|||||
|
2017
Q1 | $185K | Hold |
|
|||||
|
2016
Q4 | $169K | Buy |
|
|||||
|
2016
Q3 | $168K | Hold |
|
|||||
|
2016
Q2 | $183K | Hold |
|
|||||
|
2016
Q1 | $171K | Hold |
|
|||||
|
2015
Q4 | $147K | Sell |
|
|||||
|
2015
Q3 | $186K | Hold |
|
|||||
|
2015
Q2 | $169K | Hold |
|
|||||
|
2015
Q1 | $183K | Buy |
|
|||||
|
2014
Q4 | $62K | Buy |
|
|||||
|
2014
Q3 | $17K | Buy |
|
|||||
|
2014
Q2 | $3K | Hold |
|
|||||
|
2014
Q1 | $2K | Hold |
|
|||||
|
2013
Q4 | $2K | Hold |
|
|||||
|
2013
Q3 | $2K | Sell |
|
|||||
|
2013
Q2 | $18K | Buy |
|