Cornerstone Advisors’s Xcel Energy XEL Stock Holding History

Cornerstone Advisors’s Portfolio XEL Stock Details XEL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$674K	Hold	9,900	–	–	0.02%	241
2025 Q1	$701K	Hold	9,900	–	–	0.03%	232
2024 Q4	$668K	Hold	9,900	–	–	0.03%	234
2024 Q3	$646K	Hold	9,900	–	–	0.03%	249
2024 Q2	$529K	Sell	9,900 -25,000	-72%	-$1.34M	0.02%	275
2024 Q1	$1.88M	Hold	34,900	–	–	0.08%	217
2023 Q4	$2.16M	Sell	34,900 -3,900	-10%	-$241K	0.1%	204
2023 Q3	$2.22M	Sell	38,800 -1,800	-4%	-$103K	0.1%	191
2023 Q2	$2.52M	Buy	40,600 +15,600	+62%	+$970K	0.12%	168
2023 Q1	$1.69M	Hold	25,000	–	–	0.08%	153
2022 Q4	$1.75M	Hold	25,000	–	–	0.09%	157
2022 Q3	$1.6M	Buy	+25,000	New	+$1.6M	0.08%	167
2021 Q3	–	Sell	-45,000	Closed	-$2.97M	–	197
2021 Q2	$2.97M	Buy	45,000 +10,000	+29%	+$659K	0.18%	142
2021 Q1	$2.33M	Hold	35,000	–	–	0.2%	114
2020 Q4	$2.33M	Buy	35,000 +21,000	+150%	+$1.4M	0.2%	108
2020 Q3	$966K	Hold	14,000	–	–	0.09%	150
2020 Q2	$875K	Hold	14,000	–	–	0.08%	167
2020 Q1	$844K	Hold	14,000	–	–	0.09%	141
2019 Q4	$889K	Buy	+14,000	New	+$889K	0.07%	171
2019 Q1	$2.19M	Hold	39,000	–	–	0.18%	131
2018 Q4	$1.92M	Buy	39,000 +19,000	+95%	+$936K	0.17%	145
2018 Q3	$944K	Buy	+20,000	New	+$944K	0.07%	195
2018 Q1	–	Sell	-29,500	Closed	-$1.42M	–	246
2017 Q4	$1.42M	Hold	29,500	–	–	0.16%	160
2017 Q3	$1.4M	Buy	29,500 +20,000	+211%	+$946K	0.16%	167
2017 Q2	$436K	Hold	9,500	–	–	0.08%	202
2017 Q1	$422K	Hold	9,500	–	–	0.08%	187
2016 Q4	$387K	Hold	9,500	–	–	0.07%	196
2016 Q3	$391K	Hold	9,500	–	–	0.1%	163
2016 Q2	$425K	Hold	9,500	–	–	0.11%	170
2016 Q1	$397K	Hold	9,500	–	–	0.1%	169
2015 Q4	$341K	Hold	9,500	–	–	0.08%	184
2015 Q3	$336K	Hold	9,500	–	–	0.08%	192
2015 Q2	$306K	Hold	9,500	–	–	0.07%	182
2015 Q1	$331K	Hold	9,500	–	–	0.07%	201
2014 Q4	$341K	Hold	9,500	–	–	0.07%	223
2014 Q3	$289K	Hold	9,500	–	–	0.06%	234
2014 Q2	$306K	Hold	9,500	–	–	0.06%	231
2014 Q1	$288K	Hold	9,500	–	–	0.07%	234
2013 Q4	$265K	Hold	9,500	–	–	0.07%	229
2013 Q3	$262K	Hold	9,500	–	–	0.09%	206
2013 Q2	$269K	Buy	+9,500	New	+$269K	0.11%	177