Davenport & 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 | $6.03M | Buy |
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|
2025
Q2 | $4.94M | Buy |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $4.44M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $1.89M | Sell |
|
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $589K | Buy |
|
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|
2023
Q1 | $606K | Buy |
|
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $565K | Buy |
|
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|
2022
Q2 | $617K | Sell |
|
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $487K | Buy |
|
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $483K | Buy |
|
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|
2019
Q4 | $503K | Buy |
|
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|
2019
Q3 | $471K | Hold |
|
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $425K | Sell |
|
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $437K | Sell |
|
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|
2018
Q1 | $650K | Sell |
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|
2017
Q4 | $800K | Buy |
|
|||||
|
2017
Q3 | $604K | Buy |
|
|||||
|
2017
Q2 | $580K | Buy |
|
|||||
|
2017
Q1 | $510K | Hold |
|
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|
2016
Q4 | $509K | Sell |
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|
2016
Q3 | $517K | Buy |
|
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|
2016
Q2 | $561K | Buy |
|
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|
2016
Q1 | $522K | Buy |
|
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|
2015
Q4 | $446K | Hold |
|
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|
2015
Q3 | $440K | Buy |
|
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|
2015
Q2 | $357K | Hold |
|
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|
2015
Q1 | $387K | Hold |
|
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|
2014
Q4 | $399K | Hold |
|
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|
2014
Q3 | $338K | Hold |
|
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|
2014
Q2 | $358K | Hold |
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|
2014
Q1 | $337K | Hold |
|
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|
2013
Q4 | $310K | Buy |
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|
2013
Q3 | $287K | Hold |
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|
2013
Q2 | $294K | Buy |
|