HM Payson & Co’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 | $283K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $138K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $93.9K | Sell |
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|
2023
Q4 | $127K | Buy |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $130K | Buy |
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|
2022
Q3 | $118K | Sell |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $186K | Hold |
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|
2021
Q4 | $174K | Hold |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $170K | Sell |
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|
2021
Q1 | $175K | Sell |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $193K | Hold |
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|
2020
Q2 | $175K | Sell |
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|
2020
Q1 | $183K | Sell |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $202K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $266K | Buy |
|