Hanson & Doremus Investment Management’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 | $99K | Hold |
1,459
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $103K | Hold |
1,459
| – | – | 0.02% | 253 |
|
|
2024
Q4 | $99K | Hold |
1,459
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $95K | Hold |
1,459
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $78K | Hold |
1,459
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $78K | Hold |
1,459
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $90K | Sell |
1,459
-217
| -13% | -$13.4K | 0.02% | 254 |
|
|
2023
Q3 | $96K | Sell |
1,676
-74
| -4% | -$4.24K | 0.02% | 239 |
|
|
2023
Q2 | $109K | Hold |
1,750
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $118K | Sell |
1,750
-130
| -7% | -$8.77K | 0.03% | 218 |
|
|
2022
Q4 | $132K | Sell |
1,880
-222
| -11% | -$15.6K | 0.03% | 214 |
|
|
2022
Q3 | $135K | Buy |
2,102
+314
| +18% | +$20.2K | 0.03% | 207 |
|
|
2022
Q2 | $127K | Hold |
1,788
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $129K | Sell |
1,788
-30
| -2% | -$2.16K | 0.03% | 235 |
|
|
2021
Q4 | $123K | Hold |
1,818
| – | – | 0.03% | 233 |
|
|
2021
Q3 | $114K | Sell |
1,818
-42
| -2% | -$2.63K | 0.03% | 228 |
|
|
2021
Q2 | $128K | Hold |
1,860
| – | – | 0.04% | 195 |
|
|
2021
Q1 | $124K | Hold |
1,860
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $124K | Hold |
1,860
| – | – | 0.03% | 218 |
|
|
2020
Q3 | $128K | Hold |
1,860
| – | – | 0.04% | 195 |
|
|
2020
Q2 | $116K | Sell |
1,860
-869
| -32% | -$54.2K | 0.04% | 197 |
|
|
2020
Q1 | $165K | Sell |
2,729
-127
| -4% | -$7.68K | 0.06% | 166 |
|
|
2019
Q4 | $181K | Hold |
2,856
| – | – | 0.05% | 177 |
|
|
2019
Q3 | $185K | Hold |
2,856
| – | – | 0.06% | 176 |
|
|
2019
Q2 | $170K | Sell |
2,856
-55
| -2% | -$3.27K | 0.05% | 189 |
|
|
2019
Q1 | $164K | Buy |
2,911
+742
| +34% | +$41.8K | 0.05% | 188 |
|
|
2018
Q4 | $107K | Sell |
2,169
-742
| -25% | -$36.6K | 0.04% | 208 |
|
|
2018
Q3 | $137K | Sell |
2,911
-171
| -6% | -$8.05K | 0.04% | 205 |
|
|
2018
Q2 | $141K | Sell |
3,082
-95
| -3% | -$4.35K | 0.05% | 200 |
|
|
2018
Q1 | $144K | Sell |
3,177
-115
| -3% | -$5.21K | 0.04% | 205 |
|
|
2017
Q4 | $158K | Hold |
3,292
| – | – | 0.05% | 194 |
|
|
2017
Q3 | $156K | Hold |
3,292
| – | – | 0.05% | 192 |
|
|
2017
Q2 | $151K | Hold |
3,292
| – | – | 0.06% | 187 |
|
|
2017
Q1 | $146K | Hold |
3,292
| – | – | 0.06% | 191 |
|
|
2016
Q4 | $134K | Hold |
3,292
| – | – | 0.06% | 191 |
|
|
2016
Q3 | $135K | Hold |
3,292
| – | – | 0.06% | 183 |
|
|
2016
Q2 | $147K | Hold |
3,292
| – | – | 0.07% | 175 |
|
|
2016
Q1 | $138K | Hold |
3,292
| – | – | 0.06% | 181 |
|
|
2015
Q4 | $118K | Hold |
3,292
| – | – | 0.05% | 195 |
|
|
2015
Q3 | $117K | Hold |
3,292
| – | – | 0.06% | 195 |
|
|
2015
Q2 | $106K | Sell |
3,292
-173
| -5% | -$5.57K | 0.05% | 209 |
|
|
2015
Q1 | $121K | Hold |
3,465
| – | – | 0.05% | 200 |
|
|
2014
Q4 | $124K | Hold |
3,465
| – | – | 0.05% | 199 |
|
|
2014
Q3 | $105K | Hold |
3,465
| – | – | 0.05% | 206 |
|
|
2014
Q2 | $112K | Hold |
3,465
| – | – | 0.05% | 207 |
|
|
2014
Q1 | $105K | Hold |
3,465
| – | – | 0.05% | 205 |
|
|
2013
Q4 | $97K | Sell |
3,465
-75
| -2% | -$2.1K | 0.05% | 206 |
|
|
2013
Q3 | $98K | Buy |
3,540
+742
| +27% | +$20.5K | 0.05% | 200 |
|
|
2013
Q2 | $79K | Buy |
+2,798
| New | +$79K | 0.04% | 208 |
|