TD Private Client 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
Q3 | $4.71M | Buy |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.78M | Buy |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $390K | Buy |
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