Triumph Capital Management’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 | $273K | Hold |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.4M | Buy |
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