Venturi Wealth 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
Q3 | $786K | Buy |
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|
2025
Q2 | $632K | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $45.3K | Buy |
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|
2023
Q4 | $47K | Buy |
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|
2023
Q3 | $42.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $816K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $751K | Buy |
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|
2021
Q1 | $728K | Buy |
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|
2020
Q4 | $716K | Buy |
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|
2020
Q3 | $638K | Buy |
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|
2020
Q2 | $517K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $388K | Buy |
|