Vise Technologies’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
$1.33M Sell
2025
Q2
$1.21M Buy
2024
Q4
$619K Buy
2024
Q3
$355K Buy
2023
Q2
Sell
2023
Q1
$331K Buy
2022
Q4
$219K Buy