Johnson Investment Counsel’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
$282K Buy
2025
Q1
$292K Sell
2024
Q4
$290K Buy
2024
Q3
$235K Sell
2024
Q2
$217K Hold
2024
Q1
$219K Hold
2023
Q4
$252K Buy
2023
Q2
Sell
2023
Q1
$333K Buy
2020
Q4
Sell
2020
Q3
$217K Sell
2020
Q2
$265K Buy
2020
Q1
$205K Hold
2019
Q4
$205K Sell
2019
Q3
$240K Hold
2019
Q2
$218K Buy
2018
Q3
Sell
2018
Q2
$447K Buy