Donaldson 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
Q4 | $34M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $998K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $515K | Buy |
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