Chesley Taft & Associates’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 | $272K | Sell |
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|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $202K | Buy |
|