Veritable’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $852K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $685K | Buy |
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|
2020
Q4 | $683K | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $866K | Sell |
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|
2020
Q1 | $890K | Sell |
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|
2019
Q4 | $962K | Buy |
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|
2019
Q3 | $891K | Buy |
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|
2019
Q2 | $783K | Buy |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $598K | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $564K | Sell |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $559K | Sell |
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|
2017
Q3 | $667K | Sell |
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|
2017
Q2 | $686K | Buy |
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|
2017
Q1 | $658K | Buy |
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|
2016
Q4 | $596K | Buy |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $537K | Buy |
|
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|
2016
Q1 | $458K | Buy |
|
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|
2015
Q4 | $382K | Sell |
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|
2015
Q3 | $386K | Buy |
|
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|
2015
Q2 | $341K | Sell |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $375K | Sell |
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|
2014
Q3 | $340K | Buy |
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|
2014
Q2 | $356K | Sell |
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|
2014
Q1 | $385K | Buy |
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|
2013
Q4 | $347K | Sell |
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|
2013
Q3 | $346K | Buy |
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|
2013
Q2 | $353K | Buy |
|