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
Q3 | $334K | Hold |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $447K | Buy |
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