Wealth Enhancement Advisory Services’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 | $45.9M | Buy |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $33.4M | Buy |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $25.2M | Buy |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $17.2M | Sell |
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|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.07M | Buy |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $2.16M | Buy |
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|
2015
Q3 | $1.95M | Buy |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.57M | Buy |
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|
2014
Q4 | $1.49M | Buy |
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