Coldstream Capital Management’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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $940K | Buy |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $842K | Buy |
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|
2023
Q4 | $940K | Buy |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $601K | Sell |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $612K | Sell |
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|
2020
Q2 | $558K | Sell |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $550K | Buy |
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|
2019
Q3 | $546K | Hold |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $483K | Buy |
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|
2018
Q4 | $415K | Buy |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $420K | Buy |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $391K | Buy |
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|
2017
Q1 | $378K | Buy |
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