City State Bank’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 | $177K | Buy |
2,593
+67
| +3% | +$4.56K | 0.06% | 199 |
|
2025
Q1 | $179K | Hold |
2,526
| – | – | 0.06% | 192 |
|
2024
Q4 | $171K | Buy |
2,526
+760
| +43% | +$51.3K | 0.06% | 190 |
|
2024
Q3 | $115K | Buy |
1,766
+450
| +34% | +$29.4K | 0.04% | 246 |
|
2024
Q2 | $70.3K | Hold |
1,316
| – | – | 0.03% | 277 |
|
2024
Q1 | $71K | Hold |
1,316
| – | – | 0.03% | 275 |
|
2023
Q4 | $81K | Hold |
1,316
| – | – | 0.04% | 257 |
|
2023
Q3 | $75K | Hold |
1,316
| – | – | 0.04% | 256 |
|
2023
Q2 | $82K | Hold |
1,316
| – | – | 0.04% | 251 |
|
2023
Q1 | $89K | Hold |
1,316
| – | – | 0.05% | 237 |
|
2022
Q4 | $92K | Hold |
1,316
| – | – | 0.06% | 225 |
|
2022
Q3 | $84K | Hold |
1,316
| – | – | 0.06% | 215 |
|
2022
Q2 | $93K | Hold |
1,316
| – | – | 0.06% | 213 |
|
2022
Q1 | $95K | Hold |
1,316
| – | – | 0.06% | 221 |
|
2021
Q4 | $89K | Buy |
+1,316
| New | +$89K | 0.05% | 233 |
|