First National Bank & Trust Co of Newtown’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 | $452K | Sell |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $541K | Hold |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $627K | Hold |
|
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|
2023
Q1 | $681K | Hold |
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|
2022
Q4 | $708K | Hold |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $744K | Hold |
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|
2021
Q4 | $697K | Hold |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $688K | Buy |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $687K | Hold |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $648K | Hold |
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|
2020
Q1 | $624K | Hold |
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|
2019
Q4 | $657K | Sell |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $646K | Sell |
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|
2019
Q1 | $621K | Hold |
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|
2018
Q4 | $544K | Hold |
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|
2018
Q3 | $521K | Hold |
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|
2018
Q2 | $504K | Hold |
|
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $567K | Sell |
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|
2017
Q3 | $571K | Sell |
|
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|
2017
Q2 | $566K | Hold |
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|
2017
Q1 | $548K | Hold |
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|
2016
Q4 | $502K | Hold |
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|
2016
Q3 | $507K | Sell |
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|
2016
Q2 | $520K | Sell |
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|
2016
Q1 | $536K | Hold |
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|
2015
Q4 | $460K | Hold |
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|
2015
Q3 | $454K | Hold |
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|
2015
Q2 | $412K | Hold |
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|
2015
Q1 | $446K | Hold |
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|
2014
Q4 | $460K | Hold |
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|
2014
Q3 | $389K | Sell |
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|
2014
Q2 | $404K | Buy |
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|
2014
Q1 | $388K | Sell |
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|
2013
Q4 | $365K | Hold |
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|
2013
Q3 | $362K | Hold |
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|
2013
Q2 | $371K | Buy |
|