WestEnd 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
Q3 | $2.18K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $457 | Hold |
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|
2024
Q2 | $374 | Sell |
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|
2024
Q1 | $484 | Hold |
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|
2023
Q4 | $557 | Sell |
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|
2023
Q3 | $801 | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $841 | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $424 | Buy |
|