D.A. Davidson & Co’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
Q3 | $2.22M | Sell |
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|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.7M | Buy |
|
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|
2023
Q2 | $1.77M | Buy |
|
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.75M | Buy |
|
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $930K | Sell |
|
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|
2020
Q1 | $1.17M | Buy |
|
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|
2019
Q4 | $1.17M | Buy |
|
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|
2019
Q3 | $866K | Buy |
|
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|
2019
Q2 | $647K | Buy |
|
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|
2019
Q1 | $492K | Buy |
|
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|
2018
Q4 | $408K | Buy |
|
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|
2018
Q3 | $361K | Sell |
|
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|
2018
Q2 | $360K | Buy |
|
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $313K | Buy |
|
|||||
|
2017
Q3 | $281K | Sell |
|
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|
2017
Q2 | $273K | Sell |
|
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|
2017
Q1 | $342K | Sell |
|
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|
2016
Q4 | $347K | Sell |
|
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|
2016
Q3 | $362K | Buy |
|
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|
2016
Q2 | $109K | Buy |
|
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|
2016
Q1 | $102K | Buy |
|
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|
2015
Q4 | $84K | Buy |
|
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|
2015
Q3 | $82K | Sell |
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|
2015
Q2 | $79K | Buy |
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|
2015
Q1 | $54K | Sell |
|
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|
2014
Q4 | $163K | Buy |
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|
2014
Q3 | $51K | Buy |
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|
2014
Q2 | $42K | Buy |
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|
2014
Q1 | $38K | Buy |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $19K | Buy |
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|
2013
Q2 | $16K | Buy |
|