West Family Investments’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 | $367K | Buy |
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|
2025
Q2 | $308K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $820K | Buy |
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|
2021
Q2 | $675K | Buy |
|