Ballentine Partners’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 | $649K | Buy |
|
|||||
|
2025
Q2 | $535K | Sell |
|
|||||
|
2025
Q1 | $571K | Buy |
|
|||||
|
2024
Q4 | $536K | Buy |
|
|||||
|
2024
Q3 | $496K | Buy |
|
|||||
|
2024
Q2 | $381K | Sell |
|
|||||
|
2024
Q1 | $724K | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $742K | Buy |
|
|||||
|
2023
Q2 | $500K | Buy |
|
|||||
|
2023
Q1 | $330K | Buy |
|
|||||
|
2022
Q4 | $307K | Sell |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2022
Q2 | $282K | Buy |
|
|||||
|
2022
Q1 | $271K | Buy |
|
|||||
|
2021
Q4 | $246K | Sell |
|
|||||
|
2021
Q3 | $230K | Sell |
|
|||||
|
2021
Q2 | $244K | Buy |
|
|||||
|
2021
Q1 | $244K | Sell |
|
|||||
|
2020
Q4 | $258K | Sell |
|
|||||
|
2020
Q3 | $301K | Sell |
|
|||||
|
2020
Q2 | $283K | Sell |
|
|||||
|
2020
Q1 | $310K | Buy |
|
|||||
|
2019
Q4 | $317K | Buy |
|
|||||
|
2019
Q3 | $318K | Hold |
|
|||||
|
2019
Q2 | $291K | Buy |
|