Charles Schwab’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 | $307M | Buy |
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|
2025
Q2 | $254M | Buy |
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|
2025
Q1 | $260M | Buy |
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|
2024
Q4 | $245M | Buy |
|
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|
2024
Q3 | $223M | Buy |
|
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|
2024
Q2 | $179M | Buy |
|
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|
2024
Q1 | $173M | Buy |
|
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|
2023
Q4 | $196M | Buy |
|
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|
2023
Q3 | $175M | Buy |
|
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|
2023
Q2 | $186M | Buy |
|
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|
2023
Q1 | $200M | Buy |
|
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|
2022
Q4 | $206M | Buy |
|
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|
2022
Q3 | $184M | Buy |
|
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|
2022
Q2 | $198M | Buy |
|
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|
2022
Q1 | $199M | Buy |
|
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|
2021
Q4 | $180M | Buy |
|
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|
2021
Q3 | $160M | Buy |
|
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|
2021
Q2 | $165M | Buy |
|
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|
2021
Q1 | $162M | Buy |
|
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|
2020
Q4 | $158M | Buy |
|
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|
2020
Q3 | $159M | Sell |
|
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|
2020
Q2 | $150M | Sell |
|
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|
2020
Q1 | $145M | Buy |
|
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|
2019
Q4 | $151M | Buy |
|
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|
2019
Q3 | $152M | Buy |
|
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|
2019
Q2 | $136M | Buy |
|
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|
2019
Q1 | $126M | Buy |
|
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|
2018
Q4 | $107M | Buy |
|
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|
2018
Q3 | $97.4M | Buy |
|
|||||
|
2018
Q2 | $89.4M | Buy |
|
|||||
|
2018
Q1 | $85.3M | Buy |
|
|||||
|
2017
Q4 | $88.3M | Buy |
|
|||||
|
2017
Q3 | $83.7M | Buy |
|
|||||
|
2017
Q2 | $79.8M | Buy |
|
|||||
|
2017
Q1 | $73.7M | Buy |
|
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|
2016
Q4 | $63.5M | Sell |
|
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|
2016
Q3 | $67.1M | Sell |
|
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|
2016
Q2 | $83.7M | Sell |
|
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|
2016
Q1 | $82.5M | Buy |
|
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|
2015
Q4 | $62.9M | Buy |
|
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|
2015
Q3 | $49.3M | Buy |
|
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|
2015
Q2 | $44.2M | Buy |
|
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|
2015
Q1 | $47.2M | Buy |
|
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|
2014
Q4 | $46M | Buy |
|
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|
2014
Q3 | $36.1M | Buy |
|
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|
2014
Q2 | $37.3M | Buy |
|
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|
2014
Q1 | $33.9M | Buy |
|
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|
2013
Q4 | $30.5M | Buy |
|
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|
2013
Q3 | $29.6M | Buy |
|
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|
2013
Q2 | $29.1M | Buy |
|