Dorsey & Whitney Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
13,950
+67
| +0.5% | +$4.56K | 0.05% | 284 |
|
|
2025
Q1 | $983K | Sell |
13,883
-347
| -2% | -$24.6K | 0.06% | 266 |
|
|
2024
Q4 | $961K | Buy |
14,230
+136
| +1% | +$9.18K | 0.05% | 271 |
|
|
2024
Q3 | $920K | Buy |
14,094
+998
| +8% | +$65.2K | 0.05% | 275 |
|
|
2024
Q2 | $699K | Sell |
13,096
-4,498
| -26% | -$240K | 0.05% | 273 |
|
|
2024
Q1 | $946K | Buy |
17,594
+1,727
| +11% | +$92.8K | 0.06% | 227 |
|
|
2023
Q4 | $982K | Buy |
15,867
+3,111
| +24% | +$193K | 0.08% | 213 |
|
|
2023
Q3 | $730K | Sell |
12,756
-30
| -0.2% | -$1.72K | 0.06% | 241 |
|
|
2023
Q2 | $795K | Sell |
12,786
-260
| -2% | -$16.2K | 0.07% | 239 |
|
|
2023
Q1 | $880K | Buy |
13,046
+70
| +0.5% | +$4.72K | 0.08% | 217 |
|
|
2022
Q4 | $910K | Sell |
12,976
-533
| -4% | -$37.4K | 0.09% | 207 |
|
|
2022
Q3 | $865K | Sell |
13,509
-1,729
| -11% | -$111K | 0.09% | 201 |
|
|
2022
Q2 | $1.08M | Sell |
15,238
-1,508
| -9% | -$107K | 0.11% | 175 |
|
|
2022
Q1 | $1.21M | Sell |
16,746
-1,453
| -8% | -$105K | 0.11% | 173 |
|
|
2021
Q4 | $1.23M | Buy |
18,199
+788
| +5% | +$53.3K | 0.1% | 175 |
|
|
2021
Q3 | $1.09M | Hold |
17,411
| – | – | 0.1% | 181 |
|
|
2021
Q2 | $1.15M | Sell |
17,411
-665
| -4% | -$43.8K | 0.11% | 176 |
|
|
2021
Q1 | $1.2M | Sell |
18,076
-116
| -0.6% | -$7.71K | 0.12% | 172 |
|
|
2020
Q4 | $1.21M | Sell |
18,192
-81
| -0.4% | -$5.4K | 0.14% | 144 |
|
|
2020
Q3 | $1.26M | Sell |
18,273
-1,268
| -6% | -$87.5K | 0.17% | 130 |
|
|
2020
Q2 | $1.22M | Buy |
19,541
+225
| +1% | +$14.1K | 0.17% | 133 |
|
|
2020
Q1 | $1.17M | Sell |
19,316
-91
| -0.5% | -$5.49K | 0.2% | 119 |
|
|
2019
Q4 | $1.23M | Sell |
19,407
-232
| -1% | -$14.7K | 0.16% | 132 |
|
|
2019
Q3 | $1.27M | Sell |
19,639
-495
| -2% | -$32.1K | 0.19% | 121 |
|
|
2019
Q2 | $1.2M | Buy |
20,134
+99
| +0.5% | +$5.89K | 0.19% | 118 |
|
|
2019
Q1 | $1.13M | Sell |
20,035
-770
| -4% | -$43.3K | 0.18% | 118 |
|
|
2018
Q4 | $1.03M | Sell |
20,805
-1,578
| -7% | -$77.7K | 0.18% | 117 |
|
|
2018
Q3 | $1.06M | Sell |
22,383
-423
| -2% | -$20K | 0.16% | 123 |
|
|
2018
Q2 | $1.04M | Sell |
22,806
-2,416
| -10% | -$110K | 0.18% | 117 |
|
|
2018
Q1 | $1.15M | Sell |
25,222
-60
| -0.2% | -$2.73K | 0.21% | 102 |
|
|
2017
Q4 | $1.22M | Sell |
25,282
-953
| -4% | -$45.8K | 0.22% | 93 |
|
|
2017
Q3 | $1.24M | Sell |
26,235
-3,117
| -11% | -$148K | 0.25% | 88 |
|
|
2017
Q2 | $1.35M | Sell |
29,352
-1,900
| -6% | -$87.2K | 0.27% | 80 |
|
|
2017
Q1 | $1.39M | Buy |
31,252
+1,204
| +4% | +$53.5K | 0.28% | 79 |
|
|
2016
Q4 | $1.22M | Sell |
30,048
-1,000
| -3% | -$40.7K | 0.28% | 82 |
|
|
2016
Q3 | $1.28M | Sell |
31,048
-2,800
| -8% | -$115K | 0.29% | 79 |
|
|
2016
Q2 | $1.52M | Sell |
33,848
-2,435
| -7% | -$109K | 0.35% | 70 |
|
|
2016
Q1 | $1.52M | Sell |
36,283
-4,450
| -11% | -$186K | 0.38% | 65 |
|
|
2015
Q4 | $1.46M | Sell |
40,733
-1,200
| -3% | -$43.1K | 0.39% | 64 |
|
|
2015
Q3 | $1.49M | Sell |
41,933
-796
| -2% | -$28.2K | 0.42% | 63 |
|
|
2015
Q2 | $1.38M | Sell |
42,729
-6,013
| -12% | -$193K | 0.35% | 71 |
|
|
2015
Q1 | $1.7M | Sell |
48,742
-1,351
| -3% | -$47K | 0.43% | 59 |
|
|
2014
Q4 | $1.8M | Hold |
50,093
| – | – | 0.46% | 56 |
|
|
2014
Q3 | $1.52M | Hold |
50,093
| – | – | 0.41% | 62 |
|
|
2014
Q2 | $1.61M | Buy |
50,093
+5,354
| +12% | +$173K | 0.35% | 59 |
|
|
2014
Q1 | $1.36M | Sell |
44,739
-7,500
| -14% | -$228K | 0.31% | 63 |
|
|
2013
Q4 | $1.46M | Buy |
52,239
+1,000
| +2% | +$27.9K | 0.4% | 62 |
|
|
2013
Q3 | $1.41M | Sell |
51,239
-361
| -0.7% | -$9.96K | 0.42% | 57 |
|
|
2013
Q2 | $1.46M | Buy |
+51,600
| New | +$1.46M | 0.48% | 52 |
|