Bell Bank’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
12,844
+1,773
| +16% | +$121K | 0.04% | 110 |
|
|
2025
Q1 | $784K | Hold |
11,071
| – | – | 0.04% | 105 |
|
|
2024
Q4 | $748K | Hold |
11,071
| – | – | 0.06% | 114 |
|
|
2024
Q3 | $723K | Sell |
11,071
-1,508
| -12% | -$98.5K | 0.09% | 109 |
|
|
2024
Q2 | $672K | Sell |
12,579
-500
| -4% | -$26.7K | 0.06% | 113 |
|
|
2024
Q1 | $703K | Buy |
13,079
+2
| +0% | +$107 | 0.06% | 120 |
|
|
2023
Q4 | $810K | Sell |
13,077
-1,187
| -8% | -$73.5K | 0.08% | 101 |
|
|
2023
Q3 | $816K | Hold |
14,264
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $887K | Buy |
14,264
+1,186
| +9% | +$73.7K | 0.09% | 100 |
|
|
2023
Q1 | $882K | Sell |
13,078
-258
| -2% | -$17.4K | 0.09% | 98 |
|
|
2022
Q4 | $935K | Hold |
13,336
| – | – | 0.11% | 96 |
|
|
2022
Q3 | $853K | Buy |
13,336
+2,557
| +24% | +$164K | 0.11% | 103 |
|
|
2022
Q2 | $763K | Buy |
10,779
+2,272
| +27% | +$161K | 0.09% | 109 |
|
|
2022
Q1 | $614K | Sell |
8,507
-237
| -3% | -$17.1K | 0.07% | 115 |
|
|
2021
Q4 | $592K | Hold |
8,744
| – | – | 0.07% | 115 |
|
|
2021
Q3 | $547K | Sell |
8,744
-850
| -9% | -$53.2K | 0.07% | 118 |
|
|
2021
Q2 | $632K | Hold |
9,594
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $638K | Buy |
9,594
+1,000
| +12% | +$66.5K | 0.09% | 107 |
|
|
2020
Q4 | $573K | Sell |
8,594
-165
| -2% | -$11K | 0.09% | 112 |
|
|
2020
Q3 | $604K | Buy |
8,759
+1,165
| +15% | +$80.3K | 0.11% | 100 |
|
|
2020
Q2 | $475K | Hold |
7,594
| – | – | 0.09% | 108 |
|
|
2020
Q1 | $458K | Hold |
7,594
| – | – | 0.1% | 101 |
|
|
2019
Q4 | $482K | Sell |
7,594
-795
| -9% | -$50.5K | 0.09% | 110 |
|
|
2019
Q3 | $544K | Buy |
8,389
+795
| +10% | +$51.6K | 0.1% | 99 |
|
|
2019
Q2 | $452K | Hold |
7,594
| – | – | 0.1% | 106 |
|
|
2019
Q1 | $427K | Hold |
7,594
| – | – | 0.11% | 105 |
|
|
2018
Q4 | $374K | Hold |
7,594
| – | – | 0.11% | 106 |
|
|
2018
Q3 | $359K | Hold |
7,594
| – | – | 0.11% | 116 |
|
|
2018
Q2 | $347K | Sell |
7,594
-26
| -0.3% | -$1.19K | 0.11% | 119 |
|
|
2018
Q1 | $347K | Hold |
7,620
| – | – | 0.11% | 110 |
|
|
2017
Q4 | $367K | Buy |
7,620
+26
| +0.3% | +$1.25K | 0.1% | 105 |
|
|
2017
Q3 | $359K | Hold |
7,594
| – | – | 0.1% | 94 |
|
|
2017
Q2 | $348K | Hold |
7,594
| – | – | 0.12% | 96 |
|
|
2017
Q1 | $338K | Hold |
7,594
| – | – | 0.13% | 96 |
|
|
2016
Q4 | $309K | Hold |
7,594
| – | – | 0.12% | 98 |
|
|
2016
Q3 | $312K | Hold |
7,594
| – | – | 0.2% | 87 |
|
|
2016
Q2 | $340K | Hold |
7,594
| – | – | 0.2% | 87 |
|
|
2016
Q1 | $318K | Sell |
7,594
-395
| -5% | -$16.5K | 0.21% | 78 |
|
|
2015
Q4 | $287K | Sell |
7,989
-22,651
| -74% | -$814K | 0.21% | 90 |
|
|
2015
Q3 | $1.09M | Buy |
30,640
+65
| +0.2% | +$2.3K | 0.86% | 36 |
|
|
2015
Q2 | $984K | Sell |
30,575
-2,787
| -8% | -$89.7K | 0.73% | 44 |
|
|
2015
Q1 | $1.16M | Sell |
33,362
-409
| -1% | -$14.2K | 0.82% | 35 |
|
|
2014
Q4 | $1.21M | Sell |
33,771
-175
| -0.5% | -$6.29K | 0.83% | 26 |
|
|
2014
Q3 | $1.03M | Buy |
33,946
+1,250
| +4% | +$38K | 0.74% | 33 |
|
|
2014
Q2 | $1.05M | Buy |
32,696
+103
| +0.3% | +$3.32K | 0.74% | 31 |
|
|
2014
Q1 | $990K | Sell |
32,593
-2,060
| -6% | -$62.6K | 0.66% | 39 |
|
|
2013
Q4 | $968K | Sell |
34,653
-2,598
| -7% | -$72.6K | 0.5% | 68 |
|
|
2013
Q3 | $1.03M | Buy |
37,251
+518
| +1% | +$14.3K | 0.36% | 118 |
|
|
2013
Q2 | $1.04M | Buy |
+36,733
| New | +$1.04M | 0.36% | 115 |
|