WFA Asset Management’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 | $10.8K | Sell |
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|
2025
Q1 | $60.8K | Buy |
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|
2024
Q4 | $13.9K | Buy |
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|
2024
Q3 | $13.4K | Buy |
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|
2024
Q2 | $10.8K | Sell |
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|
2024
Q1 | $60.8K | Buy |
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|
2023
Q4 | $69.4K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $147K | Buy |
|
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $120K | Buy |
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