Central Trust Company’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 | $566K | Buy |
8,315
+142
| +2% | +$9.67K | 0.01% | 397 |
|
|
2025
Q1 | $579K | Sell |
8,173
-710
| -8% | -$50.3K | 0.01% | 390 |
|
|
2024
Q4 | $600K | Sell |
8,883
-1,903
| -18% | -$128K | 0.01% | 385 |
|
|
2024
Q3 | $704K | Buy |
10,786
+2,309
| +27% | +$151K | 0.02% | 369 |
|
|
2024
Q2 | $453K | Hold |
8,477
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $456K | Buy |
8,477
+47
| +0.6% | +$2.53K | 0.01% | 429 |
|
|
2023
Q4 | $522K | Sell |
8,430
-61
| -0.7% | -$3.78K | 0.01% | 408 |
|
|
2023
Q3 | $486K | Sell |
8,491
-20
| -0.2% | -$1.14K | 0.01% | 409 |
|
|
2023
Q2 | $529K | Sell |
8,511
-342
| -4% | -$21.3K | 0.01% | 407 |
|
|
2023
Q1 | $597K | Buy |
8,853
+142
| +2% | +$9.58K | 0.02% | 382 |
|
|
2022
Q4 | $611K | Sell |
8,711
-50
| -0.6% | -$3.51K | 0.02% | 363 |
|
|
2022
Q3 | $561K | Sell |
8,761
-200
| -2% | -$12.8K | 0.02% | 358 |
|
|
2022
Q2 | $634K | Hold |
8,961
| – | – | 0.02% | 344 |
|
|
2022
Q1 | $647K | Hold |
8,961
| – | – | 0.02% | 371 |
|
|
2021
Q4 | $606K | Hold |
8,961
| – | – | 0.02% | 404 |
|
|
2021
Q3 | $560K | Sell |
8,961
-327
| -4% | -$20.4K | 0.02% | 403 |
|
|
2021
Q2 | $612K | Hold |
9,288
| – | – | 0.02% | 384 |
|
|
2021
Q1 | $618K | Sell |
9,288
-365
| -4% | -$24.3K | 0.02% | 362 |
|
|
2020
Q4 | $644K | Sell |
9,653
-19
| -0.2% | -$1.27K | 0.03% | 337 |
|
|
2020
Q3 | $668K | Sell |
9,672
-171
| -2% | -$11.8K | 0.03% | 302 |
|
|
2020
Q2 | $616K | Buy |
9,843
+190
| +2% | +$11.9K | 0.03% | 298 |
|
|
2020
Q1 | $582K | Sell |
9,653
-550
| -5% | -$33.2K | 0.04% | 292 |
|
|
2019
Q4 | $648K | Hold |
10,203
| – | – | 0.03% | 315 |
|
|
2019
Q3 | $662K | Hold |
10,203
| – | – | 0.04% | 300 |
|
|
2019
Q2 | $624K | Hold |
10,203
| – | – | 0.04% | 303 |
|
|
2019
Q1 | $574K | Hold |
10,203
| – | – | 0.03% | 297 |
|
|
2018
Q4 | $503K | Sell |
10,203
-73
| -0.7% | -$3.6K | 0.03% | 305 |
|
|
2018
Q3 | $485K | Hold |
10,276
| – | – | 0.03% | 338 |
|
|
2018
Q2 | $469K | Sell |
10,276
-310
| -3% | -$14.1K | 0.03% | 347 |
|
|
2018
Q1 | $481K | Sell |
10,586
-852
| -7% | -$38.7K | 0.03% | 345 |
|
|
2017
Q4 | $550K | Buy |
11,438
+600
| +6% | +$28.9K | 0.03% | 327 |
|
|
2017
Q3 | $512K | Buy |
10,838
+43
| +0.4% | +$2.03K | 0.03% | 319 |
|
|
2017
Q2 | $495K | Sell |
10,795
-73
| -0.7% | -$3.35K | 0.03% | 313 |
|
|
2017
Q1 | $483K | Hold |
10,868
| – | – | 0.03% | 304 |
|
|
2016
Q4 | $442K | Sell |
10,868
-1,477
| -12% | -$60.1K | 0.03% | 315 |
|
|
2016
Q3 | $508K | Sell |
12,345
-5,604
| -31% | -$231K | 0.04% | 288 |
|
|
2016
Q2 | $804K | Buy |
17,949
+820
| +5% | +$36.7K | 0.06% | 249 |
|
|
2016
Q1 | $717K | Buy |
17,129
+405
| +2% | +$17K | 0.06% | 249 |
|
|
2015
Q4 | $601K | Buy |
16,724
+1,127
| +7% | +$40.5K | 0.05% | 267 |
|
|
2015
Q3 | $552K | Buy |
15,597
+504
| +3% | +$17.8K | 0.05% | 269 |
|
|
2015
Q2 | $486K | Buy |
15,093
+653
| +5% | +$21K | 0.04% | 308 |
|
|
2015
Q1 | $502K | Buy |
14,440
+68
| +0.5% | +$2.36K | 0.04% | 293 |
|
|
2014
Q4 | $517K | Buy |
14,372
+373
| +3% | +$13.4K | 0.04% | 290 |
|
|
2014
Q3 | $425K | Buy |
13,999
+805
| +6% | +$24.4K | 0.03% | 325 |
|
|
2014
Q2 | $426K | Buy |
13,194
+1,066
| +9% | +$34.4K | 0.03% | 332 |
|
|
2014
Q1 | $368K | Buy |
12,128
+5,564
| +85% | +$169K | 0.03% | 343 |
|
|
2013
Q4 | $184K | Hold |
6,564
| – | – | 0.02% | 431 |
|
|
2013
Q3 | $182K | Hold |
6,564
| – | – | 0.02% | 420 |
|
|
2013
Q2 | $186K | Buy |
+6,564
| New | +$186K | 0.02% | 396 |
|