Cohen Klingenstein’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 | $552K | Hold |
8,100
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $573K | Hold |
8,100
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $547K | Hold |
8,100
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $529K | Hold |
8,100
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $433K | Hold |
8,100
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $435K | Hold |
8,100
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $501K | Hold |
8,100
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $463K | Hold |
8,100
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $504K | Hold |
8,100
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $546K | Hold |
8,100
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $568K | Hold |
8,100
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $518K | Hold |
8,100
| – | – | 0.03% | 190 |
|
|
2022
Q2 | $573K | Hold |
8,100
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $585K | Hold |
8,100
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $548K | Hold |
8,100
| – | – | 0.02% | 191 |
|
|
2021
Q3 | $506K | Buy |
+8,100
| New | +$506K | 0.02% | 213 |
|