EWM
Evercore Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,277
| Closed | -$221K | – | 425 |
|
|
2023
Q1 | $221K | Hold |
3,277
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $230K | Sell |
3,277
-550
| -14% | -$38.6K | ﹤0.01% | 364 |
|
|
2022
Q3 | $245K | Buy |
3,827
+615
| +19% | +$39.4K | 0.01% | 344 |
|
|
2022
Q2 | $227K | Sell |
3,212
-15,882
| -83% | -$1.12M | ﹤0.01% | 361 |
|
|
2022
Q1 | $1.38M | Hold |
19,094
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $1.29M | Sell |
19,094
-2,184
| -10% | -$148K | 0.02% | 204 |
|
|
2021
Q3 | $1.33M | Hold |
21,278
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $1.4M | Sell |
21,278
-22
| -0.1% | -$1.45K | 0.03% | 195 |
|
|
2021
Q1 | $1.42M | Hold |
21,300
| – | – | 0.03% | 193 |
|
|
2020
Q4 | $1.42M | Buy |
+21,300
| New | +$1.42M | 0.03% | 185 |
|
|
2020
Q2 | – | Sell |
-6,661
| Closed | -$401K | – | 387 |
|
|
2020
Q1 | $401K | Buy |
+6,661
| New | +$401K | 0.01% | 263 |
|
|
2019
Q3 | – | Sell |
-3,929
| Closed | -$233K | – | 423 |
|
|
2019
Q2 | $233K | Buy |
3,929
+44
| +1% | +$2.61K | 0.01% | 377 |
|
|
2019
Q1 | $219K | Buy |
+3,885
| New | +$219K | 0.01% | 385 |
|
|
2018
Q1 | – | Sell |
-3,720
| Closed | -$178K | – | 809 |
|
|
2017
Q4 | $178K | Hold |
3,720
| – | – | 0.01% | 379 |
|
|
2017
Q3 | $176K | Hold |
3,720
| – | – | 0.01% | 384 |
|
|
2017
Q2 | $170K | Hold |
3,720
| – | – | 0.01% | 385 |
|
|
2017
Q1 | $165K | Sell |
3,720
-33
| -0.9% | -$1.46K | 0.01% | 400 |
|
|
2016
Q4 | $152K | Sell |
3,753
-5,116
| -58% | -$207K | 0.01% | 422 |
|
|
2016
Q3 | $365K | Buy |
8,869
+5,105
| +136% | +$210K | 0.02% | 282 |
|
|
2016
Q2 | $169K | Buy |
3,764
+226
| +6% | +$10.1K | 0.01% | 389 |
|
|
2016
Q1 | $148K | Hold |
3,538
| – | – | 0.01% | 405 |
|
|
2015
Q4 | $127K | Buy |
3,538
+730
| +26% | +$26.2K | 0.01% | 450 |
|
|
2015
Q3 | $100K | Sell |
2,808
-346
| -11% | -$12.3K | ﹤0.01% | 483 |
|
|
2015
Q2 | $101K | Buy |
3,154
+346
| +12% | +$11.1K | ﹤0.01% | 517 |
|
|
2015
Q1 | $98K | Sell |
2,808
-10,000
| -78% | -$349K | ﹤0.01% | 531 |
|
|
2014
Q4 | $460K | Hold |
12,808
| – | – | 0.02% | 253 |
|
|
2014
Q3 | $390K | Sell |
12,808
-15,000
| -54% | -$457K | 0.02% | 300 |
|
|
2014
Q2 | $896K | Sell |
27,808
-25,114
| -47% | -$809K | 0.05% | 197 |
|
|
2014
Q1 | $1.61M | Buy |
52,922
+51,714
| +4,281% | +$1.57M | 0.09% | 147 |
|
|
2013
Q4 | $34K | Sell |
1,208
-191
| -14% | -$5.38K | ﹤0.01% | 613 |
|
|
2013
Q3 | $38K | Buy |
1,399
+191
| +16% | +$5.19K | ﹤0.01% | 599 |
|
|
2013
Q2 | $34K | Buy |
+1,208
| New | +$34K | ﹤0.01% | 609 |
|