FineMark National Bank & 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
Q4 | $669K | Sell |
9,056
-79
| -0.9% | -$6.23K | 0.02% | 271 |
|
|
2025
Q3 | $737K | Buy |
9,135
+22
| +0.2% | +$1.59K | 0.02% | 265 |
|
|
2025
Q2 | $621K | Sell |
9,113
-67
| -0.7% | -$4.65K | 0.02% | 273 |
|
|
2025
Q1 | $650K | Hold |
9,180
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $620K | Buy |
9,180
+80
| +0.9% | +$5.37K | 0.02% | 261 |
|
|
2024
Q3 | $594K | Hold |
9,100
| – | – | 0.02% | 263 |
|
|
2024
Q2 | $486K | Hold |
9,100
| – | – | 0.02% | 281 |
|
|
2024
Q1 | $489K | Sell |
9,100
-44
| -0.5% | -$2.51K | 0.02% | 285 |
|
|
2023
Q4 | $566K | Buy |
9,144
+3
| +0% | +$180 | 0.02% | 264 |
|
|
2023
Q3 | $523K | Buy |
9,141
+320
| +4% | +$19.2K | 0.02% | 265 |
|
|
2023
Q2 | $548K | Hold |
8,821
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $595K | Buy |
8,821
+861
| +11% | +$58.1K | 0.03% | 253 |
|
|
2022
Q4 | $558K | Sell |
7,960
-1,744
| -18% | -$116K | 0.03% | 253 |
|
|
2022
Q3 | $621K | Sell |
9,704
-87
| -0.9% | -$6.33K | 0.03% | 232 |
|
|
2022
Q2 | $693K | Sell |
9,791
-518
| -5% | -$37.7K | 0.03% | 237 |
|
|
2022
Q1 | $744K | Sell |
10,309
-2,305
| -18% | -$158K | 0.03% | 241 |
|
|
2021
Q4 | $854K | Buy |
12,614
+1,224
| +11% | +$79.8K | 0.03% | 232 |
|
|
2021
Q3 | $712K | Sell |
11,390
-66
| -0.6% | -$4.46K | 0.03% | 241 |
|
|
2021
Q2 | $755K | Sell |
11,456
-200
| -2% | -$13.9K | 0.03% | 243 |
|
|
2021
Q1 | $775K | Buy |
11,656
+93
| +0.8% | +$5.88K | 0.03% | 233 |
|
|
2020
Q4 | $771K | Hold |
11,563
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $798K | Sell |
11,563
-800
| -6% | -$54.6K | 0.04% | 206 |
|
|
2020
Q2 | $773K | Buy |
12,363
+26
| +0.2% | +$1.64K | 0.04% | 196 |
|
|
2020
Q1 | $744K | Sell |
12,337
-444
| -3% | -$28.9K | 0.05% | 186 |
|
|
2019
Q4 | $811K | Buy |
12,781
+2,241
| +21% | +$140K | 0.04% | 203 |
|
|
2019
Q3 | $684K | Buy |
10,540
+140
| +1% | +$8.72K | 0.04% | 214 |
|
|
2019
Q2 | $619K | Sell |
10,400
-4,344
| -29% | -$250K | 0.03% | 221 |
|
|
2019
Q1 | $829K | Buy |
14,744
+104
| +0.7% | +$5.53K | 0.05% | 184 |
|
|
2018
Q4 | $721K | Sell |
14,640
-195
| -1% | -$9.78K | 0.05% | 196 |
|
|
2018
Q3 | $700K | Sell |
14,835
-4,275
| -22% | -$202K | 0.04% | 192 |
|
|
2018
Q2 | $873K | Sell |
19,110
-400
| -2% | -$17.9K | 0.05% | 191 |
|
|
2018
Q1 | $887K | Sell |
19,510
-200
| -1% | -$8.91K | 0.06% | 178 |
|
|
2017
Q4 | $948K | Hold |
19,710
| – | – | 0.06% | 165 |
|
|
2017
Q3 | $933K | Sell |
19,710
-104
| -0.5% | -$4.99K | 0.06% | 167 |
|
|
2017
Q2 | $909K | Sell |
19,814
-735
| -4% | -$33.8K | 0.07% | 161 |
|
|
2017
Q1 | $913K | Sell |
20,549
-1,425
| -6% | -$60.4K | 0.07% | 162 |
|
|
2016
Q4 | $893K | Buy |
21,974
+5,350
| +32% | +$214K | 0.07% | 158 |
|
|
2016
Q3 | $683K | Sell |
16,624
-1,000
| -6% | -$42.8K | 0.07% | 180 |
|
|
2016
Q2 | $790K | Hold |
17,624
| – | – | 0.09% | 168 |
|
|
2016
Q1 | $737K | Buy |
17,624
+1,064
| +6% | +$41.5K | 0.09% | 161 |
|
|
2015
Q4 | $595K | Sell |
16,560
-924
| -5% | -$33K | 0.07% | 183 |
|
|
2015
Q3 | $619K | Buy |
17,484
+5,450
| +45% | +$185K | 0.08% | 177 |
|
|
2015
Q2 | $387K | Sell |
12,034
-200
| -2% | -$6.73K | 0.05% | 246 |
|
|
2015
Q1 | $426K | Sell |
12,234
-2,500
| -17% | -$89.4K | 0.06% | 239 |
|
|
2014
Q4 | $529K | Hold |
14,734
| – | – | 0.08% | 204 |
|
|
2014
Q3 | $448K | Buy |
14,734
+700
| +5% | +$21.9K | 0.07% | 212 |
|
|
2014
Q2 | $452K | Sell |
14,034
-500
| -3% | -$15.5K | 0.08% | 207 |
|
|
2014
Q1 | $441K | Sell |
14,534
-711
| -5% | -$20.7K | 0.08% | 194 |
|
|
2013
Q4 | $426K | Sell |
15,245
-260
| -2% | -$7.34K | 0.09% | 195 |
|
|
2013
Q3 | $428K | Buy |
15,505
+5,500
| +55% | +$157K | 0.11% | 180 |
|
|
2013
Q2 | $286K | Buy |
+10,005
| New | +$299K | 0.09% | 211 |
|
Other funds holding XEL
