HPC
HM Payson & Co’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $205K | Buy |
2,891
+850
| +42% | +$60.2K | ﹤0.01% | 407 |
|
|
2024
Q4 | $138K | Buy |
2,041
+256
| +14% | +$17.3K | ﹤0.01% | 484 |
|
|
2024
Q3 | $117K | Sell |
1,785
-539
| -23% | -$35.2K | ﹤0.01% | 503 |
|
|
2024
Q2 | $124K | Buy |
2,324
+577
| +33% | +$30.8K | ﹤0.01% | 475 |
|
|
2024
Q1 | $93.9K | Sell |
1,747
-300
| -15% | -$16.1K | ﹤0.01% | 513 |
|
|
2023
Q4 | $127K | Buy |
2,047
+238
| +13% | +$14.7K | ﹤0.01% | 460 |
|
|
2023
Q3 | $104K | Hold |
1,809
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $112K | Hold |
1,809
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $122K | Sell |
1,809
-46
| -2% | -$3.1K | ﹤0.01% | 444 |
|
|
2022
Q4 | $130K | Buy |
1,855
+16
| +0.9% | +$1.12K | ﹤0.01% | 431 |
|
|
2022
Q3 | $118K | Sell |
1,839
-808
| -31% | -$51.8K | ﹤0.01% | 443 |
|
|
2022
Q2 | $187K | Buy |
2,647
+72
| +3% | +$5.09K | ﹤0.01% | 388 |
|
|
2022
Q1 | $186K | Hold |
2,575
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $174K | Hold |
2,575
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $161K | Hold |
2,575
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $170K | Sell |
2,575
-50
| -2% | -$3.3K | ﹤0.01% | 410 |
|
|
2021
Q1 | $175K | Sell |
2,625
-170
| -6% | -$11.3K | ﹤0.01% | 413 |
|
|
2020
Q4 | $186K | Hold |
2,795
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $193K | Hold |
2,795
| – | – | 0.01% | 363 |
|
|
2020
Q2 | $175K | Sell |
2,795
-232
| -8% | -$14.5K | 0.01% | 359 |
|
|
2020
Q1 | $183K | Sell |
3,027
-320
| -10% | -$19.3K | 0.01% | 333 |
|
|
2019
Q4 | $213K | Hold |
3,347
| – | – | 0.01% | 384 |
|
|
2019
Q3 | $217K | Sell |
3,347
-225
| -6% | -$14.6K | 0.01% | 374 |
|
|
2019
Q2 | $212K | Buy |
+3,572
| New | +$212K | 0.01% | 382 |
|
|
2016
Q3 | – | Sell |
-4,761
| Closed | -$213K | – | 330 |
|
|
2016
Q2 | $213K | Sell |
4,761
-300
| -6% | -$13.4K | 0.01% | 307 |
|
|
2016
Q1 | $212K | Buy |
+5,061
| New | +$212K | 0.01% | 298 |
|
|
2015
Q2 | – | Sell |
-6,136
| Closed | -$214K | – | 302 |
|
|
2015
Q1 | $214K | Sell |
6,136
-532
| -8% | -$18.6K | 0.01% | 281 |
|
|
2014
Q4 | $240K | Hold |
6,668
| – | – | 0.01% | 277 |
|
|
2014
Q3 | $203K | Buy |
6,668
+400
| +6% | +$12.2K | 0.01% | 292 |
|
|
2014
Q2 | $202K | Buy |
+6,268
| New | +$202K | 0.01% | 282 |
|
|
2013
Q3 | – | Sell |
-9,368
| Closed | -$266K | – | 284 |
|
|
2013
Q2 | $266K | Buy |
+9,368
| New | +$266K | 0.02% | 246 |
|