Greenleaf 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
Q3 | $963K | Sell |
|
|||||
|
2025
Q2 | $822K | Sell |
|
|||||
|
2025
Q1 | $1.07M | Buy |
|
|||||
|
2024
Q4 | $981K | Buy |
|
|||||
|
2024
Q3 | $903K | Buy |
|
|||||
|
2024
Q2 | $661K | Sell |
|
|||||
|
2024
Q1 | $859K | Sell |
|
|||||
|
2023
Q4 | $1.16M | Buy |
|
|||||
|
2023
Q3 | $784K | Buy |
|
|||||
|
2023
Q2 | $776K | Buy |
|
|||||
|
2023
Q1 | $814K | Sell |
|
|||||
|
2022
Q4 | $1.61M | Sell |
|
|||||
|
2022
Q3 | $1.51M | Buy |
|
|||||
|
2022
Q2 | $892K | Sell |
|
|||||
|
2022
Q1 | $1.56M | Buy |
|
|||||
|
2021
Q4 | $1.4M | Sell |
|
|||||
|
2021
Q3 | $1.57M | Sell |
|
|||||
|
2021
Q2 | $2.18M | Buy |
|
|||||
|
2021
Q1 | $951K | Buy |
|
|||||
|
2020
Q4 | $867K | Sell |
|
|||||
|
2020
Q3 | $913K | Buy |
|
|||||
|
2020
Q2 | $790K | Buy |
|
|||||
|
2020
Q1 | $679K | Buy |
|
|||||
|
2019
Q4 | $473K | Buy |
|
|||||
|
2019
Q3 | $475K | Buy |
|
|||||
|
2019
Q2 | $431K | Buy |
|
|||||
|
2019
Q1 | $396K | Buy |
|
|||||
|
2018
Q4 | $344K | Buy |
|
|||||
|
2018
Q3 | $297K | Buy |
|
|||||
|
2018
Q2 | $274K | Buy |
|
|||||
|
2018
Q1 | $235K | Buy |
|
|||||
|
2017
Q4 | $248K | Buy |
|
|||||
|
2017
Q3 | $243K | Buy |
|
|||||
|
2017
Q2 | $228K | Hold |
|
|||||
|
2017
Q1 | $221K | Buy |
|