Barrett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $165K | Sell |
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|
2021
Q2 | $181K | Hold |
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|
2021
Q1 | $182K | Hold |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $165K | Hold |
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|
2019
Q4 | $174K | Hold |
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|
2019
Q3 | $178K | Buy |
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|
2019
Q2 | $153K | Hold |
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|
2019
Q1 | $145K | Hold |
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|
2018
Q4 | $127K | Buy |
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|
2018
Q3 | $85K | Hold |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $89K | Hold |
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|
2017
Q3 | $88K | Buy |
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|
2017
Q2 | $82K | Buy |
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