Chesley Taft & Associates’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 | $234K | Buy |
3,430
+60
| +2% | +$4.09K | 0.01% | 322 |
|
|
2025
Q1 | $239K | Hold |
3,370
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $228K | Sell |
3,370
-481
| -12% | -$32.5K | 0.01% | 310 |
|
|
2024
Q3 | $251K | Hold |
3,851
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $206K | Hold |
3,851
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $207K | Hold |
3,851
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $238K | Hold |
3,851
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $220K | Hold |
3,851
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $239K | Hold |
3,851
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $260K | Sell |
3,851
-103
| -3% | -$6.95K | 0.02% | 271 |
|
|
2022
Q4 | $277K | Hold |
3,954
| – | – | 0.02% | 266 |
|
|
2022
Q3 | $253K | Sell |
3,954
-50
| -1% | -$3.2K | 0.02% | 262 |
|
|
2022
Q2 | $283K | Hold |
4,004
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $299K | Hold |
4,004
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $271K | Hold |
4,004
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $250K | Hold |
4,004
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $264K | Hold |
4,004
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $273K | Hold |
4,004
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $267K | Hold |
4,004
| – | – | 0.02% | 266 |
|
|
2020
Q3 | $276K | Hold |
4,004
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $250K | Hold |
4,004
| – | – | 0.02% | 238 |
|
|
2020
Q1 | $241K | Sell |
4,004
-100
| -2% | -$6.02K | 0.02% | 231 |
|
|
2019
Q4 | $261K | Hold |
4,104
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $266K | Hold |
4,104
| – | – | 0.02% | 240 |
|
|
2019
Q2 | $244K | Hold |
4,104
| – | – | 0.02% | 236 |
|
|
2019
Q1 | $231K | Hold |
4,104
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $202K | Buy |
+4,104
| New | +$202K | 0.02% | 249 |
|