Trivium Point Advisory’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 | $469K | Sell |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.57M | Sell |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $1.33M | Buy |
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