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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Sell
2025 Q1	$2.58M	Sell
2024 Q4	$2.49M	Sell
2024 Q3	$2.44M	Hold
2024 Q2	$2M	Sell
2024 Q1	$2.08M	Hold
2023 Q4	$2.4M	Sell
2023 Q3	$2.26M	Sell
2023 Q2	$2.48M	Hold
2023 Q1	$2.69M	Sell
2022 Q4	$2.88M	Hold
2022 Q3	$2.63M	Buy
2022 Q2	$2.88M	Sell
2022 Q1	$2.96M	Buy
2021 Q4	$2.76M	Hold
2021 Q3	$2.55M	Sell
2021 Q2	$2.77M	Sell
2021 Q1	$2.8M	Hold
2020 Q4	$2.81M	Sell
2020 Q3	$2.94M	Hold
2020 Q2	$2.67M	Hold
2020 Q1	$2.57M	Sell
2019 Q4	$2.73M	Sell
2019 Q3	$2.79M	Sell
2019 Q2	$2.59M	Sell
2019 Q1	$2.47M	Hold
2018 Q4	$2.17M	Hold
2018 Q3	$2.08M	Hold
2018 Q2	$2.01M	Hold
2018 Q1	$2M	Sell
2017 Q4	$2.21M	Sell
2017 Q3	$2.44M	Sell
2017 Q2	$2.38M	Hold
2017 Q1	$2.3M	Sell
2016 Q4	$2.27M	Hold
2016 Q3	$2.3M	Sell
2016 Q2	$2.51M	Hold
2016 Q1	$2.34M	Hold
2015 Q4	$2.01M	Sell
2015 Q3	$2.03M	Hold
2015 Q2	$1.84M	Hold
2015 Q1	$1.99M	Sell
2014 Q4	$2.09M	Sell
2014 Q3	$1.78M	Sell
2014 Q2	$1.93M	Hold
2014 Q1	$1.82M	Hold
2013 Q4	$1.67M	Sell
2013 Q3	$1.69M	Sell
2013 Q2	$1.75M	Buy