Howe & Rusling’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
Q2 | $227K | Buy |
|
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|
2025
Q1 | $236K | Hold |
|
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|
2024
Q4 | $225K | Hold |
|
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|
2024
Q3 | $218K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $207K | Hold |
|
|||||
|
2023
Q1 | $225K | Sell |
|
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|
2022
Q4 | $305K | Hold |
|
|||||
|
2022
Q3 | $278K | Hold |
|
|||||
|
2022
Q2 | $308K | Buy |
|
|||||
|
2022
Q1 | $81K | Sell |
|
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|
2021
Q4 | $81K | Buy |
|
|||||
|
2021
Q3 | $62K | Hold |
|
|||||
|
2021
Q2 | $66K | Hold |
|
|||||
|
2021
Q1 | $66K | Hold |
|
|||||
|
2020
Q4 | $66K | Hold |
|
|||||
|
2020
Q3 | $69K | Hold |
|
|||||
|
2020
Q2 | $62K | Sell |
|
|||||
|
2020
Q1 | $64K | Sell |
|
|||||
|
2019
Q4 | $67K | Sell |
|
|||||
|
2019
Q3 | $181K | Hold |
|
|||||
|
2019
Q2 | $166K | Sell |
|
|||||
|
2019
Q1 | $158K | Buy |
|
|||||
|
2018
Q4 | $54K | Sell |
|
|||||
|
2018
Q3 | $52K | Sell |
|
|||||
|
2018
Q2 | $60K | Buy |
|
|||||
|
2018
Q1 | $50K | Buy |
|
|||||
|
2017
Q4 | $18K | Buy |
|
|||||
|
2017
Q3 | $16K | Buy |
|
|||||
|
2017
Q2 | $13K | Hold |
|
|||||
|
2017
Q1 | $12K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $2K | Hold |
|
|||||
|
2015
Q2 | $2K | Hold |
|
|||||
|
2015
Q1 | $2K | Hold |
|
|||||
|
2014
Q4 | $2K | Sell |
|
|||||
|
2014
Q3 | $7K | Buy |
|
|||||
|
2014
Q2 | $2K | Sell |
|
|||||
|
2014
Q1 | $73K | Buy |
|
|||||
|
2013
Q4 | $2K | Hold |
|
|||||
|
2013
Q3 | $2K | Sell |
|
|||||
|
2013
Q2 | $51K | Buy |
|