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 | 
         |