Wealthspire Advisors (New York)’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
Q4 | $412K | Buy |
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|
2025
Q3 | $274K | Sell |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Buy |
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