Goelzer Investment Management’s Xcel Energy XEL Stock Holding History

Goelzer Investment Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Hold	6,050	–	–	0.02%	202
2025 Q1	$428K	Hold	6,050	–	–	0.02%	192
2024 Q4	$408K	Hold	6,050	–	–	0.02%	193
2024 Q3	$395K	Hold	6,050	–	–	0.02%	190
2024 Q2	$323K	Hold	6,050	–	–	0.02%	205
2024 Q1	$325K	Hold	6,050	–	–	0.02%	215
2023 Q4	$375K	Hold	6,050	–	–	0.02%	193
2023 Q3	$346K	Hold	6,050	–	–	0.02%	190
2023 Q2	$376K	Hold	6,050	–	–	0.03%	189
2023 Q1	$408K	Sell	6,050 -200	-3%	-$13.5K	0.04%	190
2022 Q4	$438K	Hold	6,250	–	–	0.04%	195
2022 Q3	$400K	Hold	6,250	–	–	0.04%	189
2022 Q2	$442K	Sell	6,250 -200	-3%	-$14.1K	0.04%	186
2022 Q1	$465K	Sell	6,450 -900	-12%	-$64.9K	0.04%	180
2021 Q4	$498K	Sell	7,350 -74	-1%	-$5.01K	0.04%	185
2021 Q3	$464K	Sell	7,424 -300	-4%	-$18.8K	0.04%	179
2021 Q2	$509K	Sell	7,724 -126	-2%	-$8.3K	0.04%	179
2021 Q1	$522K	Sell	7,850 -100	-1%	-$6.65K	0.05%	173
2020 Q4	$530K	Sell	7,950 -325	-4%	-$21.7K	0.05%	168
2020 Q3	$571K	Sell	8,275 -400	-5%	-$27.6K	0.05%	187
2020 Q2	$542K	Sell	8,675 -125	-1%	-$7.81K	0.05%	181
2020 Q1	$531K	Hold	8,800	–	–	0.06%	185
2019 Q4	$559K	Hold	8,800	–	–	0.05%	194
2019 Q3	$571K	Hold	8,800	–	–	0.05%	183
2019 Q2	$524K	Hold	8,800	–	–	0.05%	192
2019 Q1	$495K	Hold	8,800	–	–	0.05%	210
2018 Q4	$434K	Hold	8,800	–	–	0.06%	168
2018 Q3	$415K	Hold	8,800	–	–	0.05%	175
2018 Q2	$402K	Hold	8,800	–	–	0.05%	175
2018 Q1	$400K	Sell	8,800 -100	-1%	-$4.55K	0.05%	176
2017 Q4	$428K	Sell	8,900 -200	-2%	-$9.62K	0.05%	172
2017 Q3	$431K	Hold	9,100	–	–	0.05%	164
2017 Q2	$418K	Hold	9,100	–	–	0.05%	161
2017 Q1	$404K	Sell	9,100 -100	-1%	-$4.44K	0.05%	163
2016 Q4	$374K	Hold	9,200	–	–	0.05%	169
2016 Q3	$378K	Hold	9,200	–	–	0.05%	172
2016 Q2	$412K	Sell	9,200 -900	-9%	-$40.3K	0.06%	168
2016 Q1	$422K	Sell	10,100 -1,200	-11%	-$50.1K	0.06%	167
2015 Q4	$406K	Buy	+11,300	New	+$406K	0.06%	169