First Western Trust Bank’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 | $1.19M | Buy |
17,419
+1,400
| +9% | +$95.3K | 0.05% | 81 |
|
|
2025
Q1 | $1.13M | Sell |
16,019
-3,602
| -18% | -$255K | 0.05% | 78 |
|
|
2024
Q4 | $1.32M | Hold |
19,621
| – | – | 0.06% | 77 |
|
|
2024
Q3 | $1.28M | Buy |
19,621
+916
| +5% | +$59.8K | 0.06% | 80 |
|
|
2024
Q2 | $999K | Buy |
18,705
+15
| +0.1% | +$801 | 0.05% | 84 |
|
|
2024
Q1 | $1M | Hold |
18,690
| – | – | 0.05% | 88 |
|
|
2023
Q4 | $1.16M | Buy |
18,690
+774
| +4% | +$47.9K | 0.06% | 82 |
|
|
2023
Q3 | $1.03M | Sell |
17,916
-381
| -2% | -$21.8K | 0.06% | 84 |
|
|
2023
Q2 | $1.14M | Sell |
18,297
-149
| -0.8% | -$9.26K | 0.06% | 85 |
|
|
2023
Q1 | $1.24M | Hold |
18,446
| – | – | 0.06% | 84 |
|
|
2022
Q4 | $1.29M | Hold |
18,446
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $1.18M | Hold |
18,446
| – | – | 0.08% | 74 |
|
|
2022
Q2 | $1.3M | Sell |
18,446
-41
| -0.2% | -$2.88K | 0.09% | 74 |
|
|
2022
Q1 | $1.34M | Buy |
+18,487
| New | +$1.34M | 0.07% | 78 |
|