Wealth Alliance’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 | $1.56M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $326K | Buy |
|
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $222K | Buy |
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