Venture Visionary Partners’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 | $425K | Sell |
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|
2025
Q2 | $400K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $313K | Buy |
|