AIMC
Alley Investment Management Company’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
4,690
-407
| -8% | -$27.7K | 0.04% | 79 |
|
|
2025
Q1 | $361K | Hold |
5,097
| – | – | 0.05% | 76 |
|
|
2024
Q4 | $344K | Sell |
5,097
-155
| -3% | -$10.5K | 0.04% | 79 |
|
|
2024
Q3 | $343K | Sell |
5,252
-404
| -7% | -$26.4K | 0.04% | 79 |
|
|
2024
Q2 | $302K | Sell |
5,656
-100
| -2% | -$5.34K | 0.04% | 81 |
|
|
2024
Q1 | $309K | Hold |
5,756
| – | – | 0.04% | 79 |
|
|
2023
Q4 | $356K | Hold |
5,756
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $329K | Hold |
5,756
| – | – | 0.06% | 78 |
|
|
2023
Q2 | $358K | Sell |
5,756
-65
| -1% | -$4.04K | 0.06% | 78 |
|
|
2023
Q1 | $393K | Hold |
5,821
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $408K | Hold |
5,821
| – | – | 0.07% | 75 |
|
|
2022
Q3 | $373K | Hold |
5,821
| – | – | 0.07% | 72 |
|
|
2022
Q2 | $412K | Sell |
5,821
-380
| -6% | -$26.9K | 0.08% | 69 |
|
|
2022
Q1 | $448K | Buy |
+6,201
| New | +$448K | 0.07% | 71 |
|