Caldwell Trust’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
Q3 | $71.3K | Hold |
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|
2025
Q2 | $60.2K | Hold |
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|
2025
Q1 | $62.6K | Hold |
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|
2024
Q4 | $59.7K | Hold |
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|
2024
Q3 | $57.7K | Hold |
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|
2024
Q2 | $47.2K | Hold |
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|
2024
Q1 | $47.5K | Hold |
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|
2023
Q4 | $54.7K | Sell |
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|
2023
Q3 | $73.5K | Hold |
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|
2023
Q2 | $79.8K | Hold |
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|
2023
Q1 | $86.6K | Sell |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $185K | Hold |
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|
2022
Q1 | $189K | Hold |
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|
2021
Q4 | $177K | Sell |
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|
2021
Q3 | $172K | Sell |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $197K | Hold |
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|
2020
Q1 | $190K | Hold |
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|
2019
Q4 | $200K | Buy |
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