Farmers & Merchants Investments Inc’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
4,876
-99
| -2% | -$6.74K | 0.01% | 263 |
|
|
2025
Q1 | $352K | Sell |
4,975
-198
| -4% | -$14K | 0.01% | 256 |
|
|
2024
Q4 | $349K | Sell |
5,173
-5
| -0.1% | -$338 | 0.01% | 265 |
|
|
2024
Q3 | $338K | Hold |
5,178
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $277K | Hold |
5,178
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $278K | Sell |
5,178
-4,797
| -48% | -$258K | 0.01% | 267 |
|
|
2023
Q4 | $618K | Sell |
9,975
-112
| -1% | -$6.93K | 0.02% | 218 |
|
|
2023
Q3 | $577K | Buy |
10,087
+527
| +6% | +$30.2K | 0.02% | 217 |
|
|
2023
Q2 | $594K | Hold |
9,560
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $645K | Buy |
9,560
+5
| +0.1% | +$337 | 0.03% | 210 |
|
|
2022
Q4 | $670K | Sell |
9,555
-268
| -3% | -$18.8K | 0.03% | 208 |
|
|
2022
Q3 | $629K | Sell |
9,823
-72
| -0.7% | -$4.61K | 0.03% | 217 |
|
|
2022
Q2 | $700K | Buy |
9,895
+200
| +2% | +$14.1K | 0.03% | 214 |
|
|
2022
Q1 | $700K | Sell |
9,695
-451
| -4% | -$32.6K | 0.03% | 225 |
|
|
2021
Q4 | $687K | Buy |
10,146
+456
| +5% | +$30.9K | 0.03% | 223 |
|
|
2021
Q3 | $606K | Hold |
9,690
| – | – | 0.03% | 227 |
|
|
2021
Q2 | $638K | Hold |
9,690
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $644K | Hold |
9,690
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $646K | Sell |
9,690
-82
| -0.8% | -$5.47K | 0.03% | 182 |
|
|
2020
Q3 | $674K | Sell |
9,772
-400
| -4% | -$27.6K | 0.04% | 176 |
|
|
2020
Q2 | $636K | Buy |
10,172
+15
| +0.1% | +$938 | 0.04% | 173 |
|
|
2020
Q1 | $612K | Sell |
10,157
-121
| -1% | -$7.29K | 0.05% | 169 |
|
|
2019
Q4 | $653K | Hold |
10,278
| – | – | 0.04% | 173 |
|
|
2019
Q3 | $667K | Hold |
10,278
| – | – | 0.04% | 173 |
|
|
2019
Q2 | $611K | Buy |
10,278
+13
| +0.1% | +$773 | 0.04% | 182 |
|
|
2019
Q1 | $577K | Buy |
10,265
+52
| +0.5% | +$2.92K | 0.04% | 181 |
|
|
2018
Q4 | $503K | Sell |
10,213
-226
| -2% | -$11.1K | 0.04% | 175 |
|
|
2018
Q3 | $493K | Sell |
10,439
-484
| -4% | -$22.9K | 0.03% | 185 |
|
|
2018
Q2 | $499K | Buy |
10,923
+500
| +5% | +$22.8K | 0.04% | 187 |
|
|
2018
Q1 | $474K | Sell |
10,423
-161
| -2% | -$7.32K | 0.04% | 190 |
|
|
2017
Q4 | $509K | Buy |
10,584
+70
| +0.7% | +$3.37K | 0.04% | 193 |
|
|
2017
Q3 | $498K | Sell |
10,514
-1,084
| -9% | -$51.3K | 0.04% | 191 |
|
|
2017
Q2 | $532K | Buy |
11,598
+97
| +0.8% | +$4.45K | 0.04% | 190 |
|
|
2017
Q1 | $511K | Sell |
11,501
-10,250
| -47% | -$455K | 0.05% | 191 |
|
|
2016
Q4 | $885K | Sell |
21,751
-760
| -3% | -$30.9K | 0.08% | 168 |
|
|
2016
Q3 | $926K | Buy |
22,511
+18,400
| +448% | +$757K | 0.1% | 157 |
|
|
2016
Q2 | $184K | Hold |
4,111
| – | – | 0.02% | 208 |
|
|
2016
Q1 | $172K | Sell |
4,111
-1,200
| -23% | -$50.2K | 0.02% | 207 |
|
|
2015
Q4 | $191K | Sell |
5,311
-400
| -7% | -$14.4K | 0.02% | 212 |
|
|
2015
Q3 | $202K | Sell |
5,711
-2,050
| -26% | -$72.5K | 0.03% | 199 |
|
|
2015
Q2 | $250K | Buy |
7,761
+1,300
| +20% | +$41.9K | 0.03% | 189 |
|
|
2015
Q1 | $225K | Sell |
6,461
-100
| -2% | -$3.48K | 0.03% | 194 |
|
|
2014
Q4 | $236K | Buy |
6,561
+1,451
| +28% | +$52.2K | 0.03% | 186 |
|
|
2014
Q3 | $155K | Sell |
5,110
-530
| -9% | -$16.1K | 0.02% | 212 |
|
|
2014
Q2 | $182K | Sell |
5,640
-1,250
| -18% | -$40.3K | 0.02% | 207 |
|
|
2014
Q1 | $209K | Hold |
6,890
| – | – | 0.03% | 197 |
|
|
2013
Q4 | $193K | Sell |
6,890
-100
| -1% | -$2.8K | 0.03% | 204 |
|
|
2013
Q3 | $193K | Buy |
6,990
+160
| +2% | +$4.42K | 0.03% | 200 |
|
|
2013
Q2 | $194K | Buy |
+6,830
| New | +$194K | 0.03% | 203 |
|