Cohen Klingenstein’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
Q4 | $598K | Hold |
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|
2025
Q3 | $653K | Hold |
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|
2025
Q2 | $552K | Hold |
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|
2025
Q1 | $573K | Hold |
|
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|
2024
Q4 | $547K | Hold |
|
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|
2024
Q3 | $529K | Hold |
|
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|
2024
Q2 | $433K | Hold |
|
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $463K | Hold |
|
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|
2023
Q2 | $504K | Hold |
|
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|
2023
Q1 | $546K | Hold |
|
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $573K | Hold |
|
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|
2022
Q1 | $585K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $506K | Buy |
|