Everence Capital Management’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
Q3 | $727K | Hold |
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|
2025
Q2 | $614K | Hold |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $943 | Buy |
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|
2024
Q1 | $524 | Hold |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $558 | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $657 | Sell |
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|
2022
Q4 | $990 | Hold |
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|
2022
Q3 | $903K | Hold |
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|
2022
Q2 | $999K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $956K | Hold |
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|
2021
Q3 | $882K | Hold |
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|
2021
Q2 | $930K | Buy |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $606K | Sell |
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|
2020
Q3 | $933K | Buy |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $486K | Hold |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $958K | Hold |
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|
2019
Q1 | $905K | Buy |
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|
2018
Q4 | $563K | Hold |
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|
2018
Q3 | $539K | Hold |
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|
2018
Q2 | $522K | Hold |
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|
2018
Q1 | $520K | Hold |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $716K | Hold |
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|
2017
Q2 | $694K | Hold |
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|
2017
Q1 | $672K | Hold |
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|
2016
Q4 | $616K | Buy |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $367K | Hold |
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|
2015
Q4 | $315K | Hold |
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|
2015
Q3 | $311K | Hold |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $310K | Hold |
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|
2014
Q4 | $316K | Hold |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $283K | Hold |
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|
2014
Q1 | $267K | Hold |
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|
2013
Q4 | $245K | Hold |
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|
2013
Q3 | $243K | Hold |
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|
2013
Q2 | $249K | Buy |
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