Goelzer Investment Management’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 | $488K | Hold |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $571K | Sell |
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|
2020
Q2 | $542K | Sell |
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|
2020
Q1 | $531K | Hold |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $571K | Hold |
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|
2019
Q2 | $524K | Hold |
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|
2019
Q1 | $495K | Hold |
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|
2018
Q4 | $434K | Hold |
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|
2018
Q3 | $415K | Hold |
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|
2018
Q2 | $402K | Hold |
|
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|
2018
Q1 | $400K | Sell |
|
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $431K | Hold |
|
|||||
|
2017
Q2 | $418K | Hold |
|
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|
2017
Q1 | $404K | Sell |
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|
2016
Q4 | $374K | Hold |
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|
2016
Q3 | $378K | Hold |
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|
2016
Q2 | $412K | Sell |
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|
2016
Q1 | $422K | Sell |
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|
2015
Q4 | $406K | Buy |
|