Caldwell Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2K | Hold |
884
|
|
||||
|
2025
Q1 | $62.6K | Hold |
884
|
|
||||
|
2024
Q4 | $59.7K | Hold |
884
|
|
||||
|
2024
Q3 | $57.7K | Hold |
884
|
|
||||
|
2024
Q2 | $47.2K | Hold |
884
|
|
||||
|
2024
Q1 | $47.5K | Hold |
884
|
|
||||
|
2023
Q4 | $54.7K | Sell |
884
-400
|
|
||||
|
2023
Q3 | $73.5K | Hold |
1,284
|
|
||||
|
2023
Q2 | $79.8K | Hold |
1,284
|
|
||||
|
2023
Q1 | $86.6K | Sell |
1,284
-417
|
|
||||
|
2022
Q4 | $119K | Sell |
1,701
-805
|
|
||||
|
2022
Q3 | $160K | Sell |
2,506
-112
|
|
||||
|
2022
Q2 | $185K | Hold |
2,618
|
|
||||
|
2022
Q1 | $189K | Hold |
2,618
|
|
||||
|
2021
Q4 | $177K | Sell |
2,618
-135
|
|
||||
|
2021
Q3 | $172K | Sell |
2,753
-100
|
|
||||
|
2021
Q2 | $188K | Sell |
2,853
-326
|
|
||||
|
2021
Q1 | $211K | Buy |
3,179
+56
|
|
||||
|
2020
Q4 | $208K | Sell |
3,123
-25
|
|
||||
|
2020
Q3 | $217K | Hold |
3,148
|
|
||||
|
2020
Q2 | $197K | Hold |
3,148
|
|
||||
|
2020
Q1 | $190K | Hold |
3,148
|
|
||||
|
2019
Q4 | $200K | Buy |
+3,148
|
|