Boston Trust Walden’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 | $228K | Hold |
3,347
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $237K | Hold |
3,347
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $226K | Hold |
3,347
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $219K | Buy |
+3,347
| New | +$219K | ﹤0.01% | 370 |
|
|
2024
Q1 | – | Sell |
-3,347
| Closed | -$207K | – | 385 |
|
|
2023
Q4 | $207K | Buy |
+3,347
| New | +$207K | ﹤0.01% | 368 |
|
|
2023
Q3 | – | Sell |
-3,347
| Closed | -$208K | – | 372 |
|
|
2023
Q2 | $208K | Buy |
+3,347
| New | +$208K | ﹤0.01% | 361 |
|