Cornerstone Advisors’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 | $674K | Hold |
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|
2025
Q1 | $701K | Hold |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $646K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $1.88M | Hold |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.69M | Hold |
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|
2022
Q4 | $1.75M | Hold |
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|
2022
Q3 | $1.6M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.96M | Buy |
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|
2021
Q1 | $2.33M | Hold |
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|
2020
Q4 | $2.33M | Buy |
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|
2020
Q3 | $966K | Hold |
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|
2020
Q2 | $875K | Hold |
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|
2020
Q1 | $844K | Hold |
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|
2019
Q4 | $889K | Buy |
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|
2019
Q1 | $2.19M | Hold |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $944K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.42M | Hold |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $436K | Hold |
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|
2017
Q1 | $422K | Hold |
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|
2016
Q4 | $387K | Hold |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $425K | Hold |
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|
2016
Q1 | $397K | Hold |
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|
2015
Q4 | $341K | Hold |
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|
2015
Q3 | $336K | Hold |
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|
2015
Q2 | $306K | Hold |
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|
2015
Q1 | $331K | Hold |
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|
2014
Q4 | $341K | Hold |
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|
2014
Q3 | $289K | Hold |
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|
2014
Q2 | $306K | Hold |
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|
2014
Q1 | $288K | Hold |
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|
2013
Q4 | $265K | Hold |
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|
2013
Q3 | $262K | Hold |
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|
2013
Q2 | $269K | Buy |
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