Valtinson Bruner Financial Planning’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 | $1.38M | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.51M | Buy |
|
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $993K | Buy |
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|
2019
Q3 | $947K | Sell |
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|
2019
Q2 | $919K | Sell |
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|
2019
Q1 | $890K | Buy |
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|
2018
Q4 | $768K | Buy |
|