Fiduciary Trust’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 | $243K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.05M | Buy |
|
|||||
|
2023
Q3 | $602K | Sell |
|
|||||
|
2023
Q2 | $704K | Sell |
|
|||||
|
2023
Q1 | $832K | Buy |
|
|||||
|
2022
Q4 | $649K | Buy |
|
|||||
|
2022
Q3 | $591K | Sell |
|
|||||
|
2022
Q2 | $661K | Sell |
|
|||||
|
2022
Q1 | $816K | Buy |
|
|||||
|
2021
Q4 | $284K | Sell |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.28M | Buy |
|
|||||
|
2021
Q1 | $1.14M | Sell |
|
|||||
|
2020
Q4 | $1.49M | Buy |
|
|||||
|
2020
Q3 | $507K | Sell |
|
|||||
|
2020
Q2 | $486K | Buy |
|
|||||
|
2020
Q1 | $467K | Sell |
|
|||||
|
2019
Q4 | $517K | Sell |
|
|||||
|
2019
Q3 | $596K | Sell |
|
|||||
|
2019
Q2 | $570K | Sell |
|
|||||
|
2019
Q1 | $581K | Buy |
|
|||||
|
2018
Q4 | $505K | Buy |
|
|||||
|
2018
Q3 | $477K | Sell |
|
|||||
|
2018
Q2 | $478K | Buy |
|
|||||
|
2018
Q1 | $337K | Sell |
|
|||||
|
2017
Q4 | $356K | Hold |
|
|||||
|
2017
Q3 | $350K | Sell |
|
|||||
|
2017
Q2 | $347K | Hold |
|
|||||
|
2017
Q1 | $336K | Buy |
|
|||||
|
2016
Q4 | $307K | Buy |
|
|||||
|
2016
Q3 | $281K | Hold |
|
|||||
|
2016
Q2 | $305K | Buy |
|
|||||
|
2016
Q1 | $282K | Sell |
|
|||||
|
2015
Q4 | $243K | Hold |
|
|||||
|
2015
Q3 | $240K | Sell |
|
|||||
|
2015
Q2 | $223K | Hold |
|
|||||
|
2015
Q1 | $241K | Hold |
|
|||||
|
2014
Q4 | $248K | Hold |
|
|||||
|
2014
Q3 | $210K | Hold |
|
|||||
|
2014
Q2 | $223K | Hold |
|
|||||
|
2014
Q1 | $210K | Buy |
|