Bartlett & Co’s Xcel Energy XEL Stock Holding History

Bartlett & Co’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$77K	Hold	1,241	–	–	﹤0.01%	621
2023 Q3	$72K	Hold	1,241	–	–	﹤0.01%	586
2023 Q2	$78K	Buy	1,241 +200	+19%	+$12.6K	﹤0.01%	583
2023 Q1	$71K	Hold	1,041	–	–	﹤0.01%	513
2022 Q4	$73K	Hold	1,041	–	–	﹤0.01%	520
2022 Q3	$67K	Hold	1,041	–	–	﹤0.01%	521
2022 Q2	$74K	Hold	1,041	–	–	﹤0.01%	510
2022 Q1	$76K	Buy	+1,041	New	+$76K	﹤0.01%	523
2021 Q4	–	Sell	-800	Closed	-$50K	–	902
2021 Q3	$50K	Hold	800	–	–	﹤0.01%	511
2021 Q2	$53K	Hold	800	–	–	﹤0.01%	499
2021 Q1	$53K	Sell	800 -1,013	-56%	-$67.1K	﹤0.01%	528
2020 Q4	$121K	Sell	1,813 -762	-30%	-$50.9K	﹤0.01%	384
2020 Q3	$178K	Hold	2,575	–	–	﹤0.01%	321
2020 Q2	$161K	Hold	2,575	–	–	﹤0.01%	331
2020 Q1	$155K	Buy	+2,575	New	+$155K	﹤0.01%	314
2019 Q3	$167K	Buy	2,575 +1,000	+63%	+$64.9K	﹤0.01%	343
2019 Q2	$94K	Hold	1,575	–	–	﹤0.01%	335
2019 Q1	$89K	Hold	1,575	–	–	﹤0.01%	333
2018 Q4	$78K	Hold	1,575	–	–	﹤0.01%	336
2018 Q3	$74K	Buy	1,575 +800	+103%	+$37.6K	﹤0.01%	372
2018 Q2	$35K	Hold	775	–	–	﹤0.01%	465
2018 Q1	$35K	Hold	775	–	–	﹤0.01%	465
2017 Q4	$37K	Hold	775	–	–	﹤0.01%	462
2017 Q3	$37K	Hold	775	–	–	﹤0.01%	463
2017 Q2	$36K	Hold	775	–	–	﹤0.01%	464
2017 Q1	$34K	Hold	775	–	–	﹤0.01%	471
2016 Q4	$32K	Hold	775	–	–	﹤0.01%	486
2016 Q3	$32K	Hold	775	–	–	﹤0.01%	486
2016 Q2	$35K	Hold	775	–	–	﹤0.01%	478
2016 Q1	$32K	Hold	775	–	–	﹤0.01%	479
2015 Q4	$28K	Hold	775	–	–	﹤0.01%	502
2015 Q3	$27K	Hold	775	–	–	﹤0.01%	503
2015 Q2	$25K	Hold	775	–	–	﹤0.01%	527
2015 Q1	$27K	Hold	775	–	–	﹤0.01%	516
2014 Q4	$28K	Hold	775	–	–	﹤0.01%	513
2014 Q3	$24K	Hold	775	–	–	﹤0.01%	530
2014 Q2	$25K	Hold	775	–	–	﹤0.01%	531
2014 Q1	$24K	Hold	775	–	–	﹤0.01%	521
2013 Q4	$22K	Hold	775	–	–	﹤0.01%	510
2013 Q3	$21K	Hold	775	–	–	﹤0.01%	513
2013 Q2	$22K	Buy	+775	New	+$22K	﹤0.01%	502