Everett Harris & Co’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,900	Closed	-$529K	–	261
2019 Q2	$529K	Hold	8,900	–	–	0.01%	171
2019 Q1	$500K	Hold	8,900	–	–	0.01%	171
2018 Q4	$439K	Hold	8,900	–	–	0.01%	172
2018 Q3	$420K	Hold	8,900	–	–	0.01%	185
2018 Q2	$407K	Hold	8,900	–	–	0.01%	183
2018 Q1	$405K	Hold	8,900	–	–	0.01%	177
2017 Q4	$428K	Hold	8,900	–	–	0.01%	178
2017 Q3	$421K	Hold	8,900	–	–	0.01%	181
2017 Q2	$408K	Hold	8,900	–	–	0.01%	182
2017 Q1	$396K	Sell	8,900 -668	-7%	-$29.7K	0.01%	180
2016 Q4	$389K	Hold	9,568	–	–	0.01%	179
2016 Q3	$394K	Hold	9,568	–	–	0.01%	180
2016 Q2	$428K	Hold	9,568	–	–	0.02%	175
2016 Q1	$400K	Hold	9,568	–	–	0.01%	185
2015 Q4	$344K	Hold	9,568	–	–	0.01%	190
2015 Q3	$339K	Hold	9,568	–	–	0.01%	189
2015 Q2	$308K	Hold	9,568	–	–	0.01%	201
2015 Q1	$333K	Hold	9,568	–	–	0.01%	187
2014 Q4	$344K	Hold	9,568	–	–	0.01%	181
2014 Q3	$291K	Hold	9,568	–	–	0.01%	195
2014 Q2	$308K	Hold	9,568	–	–	0.01%	192
2014 Q1	$290K	Hold	9,568	–	–	0.01%	198
2013 Q4	$267K	Hold	9,568	–	–	0.01%	193
2013 Q3	$264K	Hold	9,568	–	–	0.01%	179
2013 Q2	$271K	Buy	+9,568	New	+$271K	0.01%	182