Dorsey & Whitney Trust’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
Q2 | $950K | Buy |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $946K | Buy |
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|
2023
Q4 | $982K | Buy |
|
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $795K | Sell |
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|
2023
Q1 | $880K | Buy |
|
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $865K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.21M | Sell |
|
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.23M | Sell |
|
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.04M | Sell |
|
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|
2018
Q1 | $1.15M | Sell |
|
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|
2017
Q4 | $1.22M | Sell |
|
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|
2017
Q3 | $1.24M | Sell |
|
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|
2017
Q2 | $1.35M | Sell |
|
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|
2017
Q1 | $1.39M | Buy |
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|
2016
Q4 | $1.22M | Sell |
|
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|
2016
Q3 | $1.28M | Sell |
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|
2016
Q2 | $1.51M | Sell |
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|
2016
Q1 | $1.52M | Sell |
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|
2015
Q4 | $1.46M | Sell |
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|
2015
Q3 | $1.49M | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.7M | Sell |
|
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|
2014
Q4 | $1.8M | Hold |
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|
2014
Q3 | $1.52M | Hold |
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|
2014
Q2 | $1.61M | Buy |
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|
2014
Q1 | $1.36M | Sell |
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|
2013
Q4 | $1.46M | Buy |
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|
2013
Q3 | $1.41M | Sell |
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|
2013
Q2 | $1.46M | Buy |
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