Edgemoor Investment Advisors’s Xcel Energy XEL Stock Holding History

Edgemoor Investment Advisors’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Sell	35,708 -800	-2%	-$54.5K	0.21%	66
2025 Q1	$2.58M	Sell	36,508 -425	-1%	-$30.1K	0.24%	62
2024 Q4	$2.49M	Sell	36,933 -490	-1%	-$33.1K	0.22%	62
2024 Q3	$2.44M	Hold	37,423	–	–	0.21%	62
2024 Q2	$2M	Sell	37,423 -1,263	-3%	-$67.5K	0.19%	62
2024 Q1	$2.08M	Hold	38,686	–	–	0.2%	64
2023 Q4	$2.4M	Sell	38,686 -750	-2%	-$46.4K	0.25%	64
2023 Q3	$2.26M	Sell	39,436 -437	-1%	-$25K	0.27%	62
2023 Q2	$2.48M	Hold	39,873	–	–	0.28%	60
2023 Q1	$2.69M	Sell	39,873 -1,165	-3%	-$78.6K	0.33%	59
2022 Q4	$2.88M	Hold	41,038	–	–	0.36%	59
2022 Q3	$2.63M	Buy	41,038 +375	+0.9%	+$24K	0.35%	61
2022 Q2	$2.88M	Sell	40,663 -335	-0.8%	-$23.7K	0.36%	62
2022 Q1	$2.96M	Buy	40,998 +200	+0.5%	+$14.4K	0.31%	64
2021 Q4	$2.76M	Hold	40,798	–	–	0.28%	61
2021 Q3	$2.55M	Sell	40,798 -1,200	-3%	-$75K	0.29%	60
2021 Q2	$2.77M	Sell	41,998 -110	-0.3%	-$7.25K	0.26%	58
2021 Q1	$2.8M	Hold	42,108	–	–	0.28%	59
2020 Q4	$2.81M	Sell	42,108 -550	-1%	-$36.7K	0.31%	56
2020 Q3	$2.94M	Hold	42,658	–	–	0.36%	55
2020 Q2	$2.67M	Hold	42,658	–	–	0.36%	57
2020 Q1	$2.57M	Sell	42,658 -300	-0.7%	-$18.1K	0.42%	54
2019 Q4	$2.73M	Sell	42,958 -88	-0.2%	-$5.59K	0.31%	66
2019 Q3	$2.79M	Sell	43,046 -432	-1%	-$28K	0.35%	65
2019 Q2	$2.59M	Sell	43,478 -520	-1%	-$30.9K	0.33%	66
2019 Q1	$2.47M	Hold	43,998	–	–	0.33%	65
2018 Q4	$2.17M	Hold	43,998	–	–	0.32%	67
2018 Q3	$2.08M	Hold	43,998	–	–	0.26%	69
2018 Q2	$2.01M	Hold	43,998	–	–	0.27%	71
2018 Q1	$2M	Sell	43,998 -4,796	-10%	-$218K	0.27%	70
2017 Q4	$2.21M	Sell	48,794 -2,829	-5%	-$128K	0.28%	68
2017 Q3	$2.44M	Sell	51,623 -175	-0.3%	-$8.28K	0.33%	66
2017 Q2	$2.38M	Hold	51,798	–	–	0.32%	67
2017 Q1	$2.3M	Sell	51,798 -4,003	-7%	-$178K	0.33%	65
2016 Q4	$2.27M	Hold	55,801	–	–	0.35%	65
2016 Q3	$2.3M	Sell	55,801 -200	-0.4%	-$8.23K	0.35%	66
2016 Q2	$2.51M	Hold	56,001	–	–	0.4%	68
2016 Q1	$2.34M	Hold	56,001	–	–	0.36%	70
2015 Q4	$2.01M	Sell	56,001 -1,289	-2%	-$46.3K	0.3%	72
2015 Q3	$2.03M	Hold	57,290	–	–	0.31%	70
2015 Q2	$1.84M	Hold	57,290	–	–	0.27%	70
2015 Q1	$1.99M	Sell	57,290 -846	-1%	-$29.4K	0.28%	68
2014 Q4	$2.09M	Sell	58,136 -500	-0.9%	-$18K	0.31%	66
2014 Q3	$1.78M	Sell	58,636 -1,200	-2%	-$36.5K	0.26%	73
2014 Q2	$1.93M	Hold	59,836	–	–	0.28%	72
2014 Q1	$1.82M	Hold	59,836	–	–	0.29%	71
2013 Q4	$1.67M	Sell	59,836 -1,407	-2%	-$39.3K	0.27%	72
2013 Q3	$1.69M	Sell	61,243 -387	-0.6%	-$10.7K	0.29%	70
2013 Q2	$1.75M	Buy	+61,630	New	+$1.75M	0.31%	71