Bradley Foster & Sargent’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
Q2 | $545K | Buy |
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|
2025
Q1 | $552K | Sell |
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|
2024
Q4 | $528K | Hold |
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|
2024
Q3 | $510K | Hold |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $521K | Hold |
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|
2022
Q4 | $541K | Hold |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $523K | Hold |
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|
2021
Q3 | $482K | Hold |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $515K | Buy |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $353K | Hold |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $312K | Hold |
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|
2018
Q4 | $274K | Sell |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $215K | Hold |
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|
2017
Q3 | $211K | Sell |
|
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|
2017
Q2 | $209K | Hold |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $209K | Sell |
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|
2016
Q1 | $203K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $232K | Buy |
|