Washington Trust Advisors’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 | $70.1K | Hold |
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|
2025
Q1 | $72.9K | Hold |
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|
2024
Q4 | $69.5K | Hold |
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|
2024
Q3 | $67.3K | Hold |
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|
2024
Q2 | $55K | Hold |
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|
2024
Q1 | $55.4K | Hold |
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|
2023
Q4 | $63.8K | Hold |
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|
2023
Q3 | $58.9K | Hold |
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|
2023
Q2 | $64K | Sell |
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|
2023
Q1 | $77.5K | Hold |
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|
2022
Q4 | $80.6K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $77K | Buy |
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