Johnson Investment Counsel’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
4,139
+21
| +0.5% | +$1.43K | ﹤0.01% | 677 |
|
|
2025
Q1 | $292K | Sell |
4,118
-183
| -4% | -$13K | ﹤0.01% | 648 |
|
|
2024
Q4 | $290K | Buy |
4,301
+706
| +20% | +$47.7K | ﹤0.01% | 659 |
|
|
2024
Q3 | $235K | Sell |
3,595
-471
| -12% | -$30.8K | ﹤0.01% | 722 |
|
|
2024
Q2 | $217K | Hold |
4,066
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $219K | Hold |
4,066
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $252K | Buy |
+4,066
| New | +$252K | ﹤0.01% | 625 |
|
|
2023
Q2 | – | Sell |
-4,944
| Closed | -$333K | – | 691 |
|
|
2023
Q1 | $333K | Buy |
+4,944
| New | +$333K | ﹤0.01% | 531 |
|
|
2020
Q4 | – | Sell |
-3,123
| Closed | -$217K | – | 612 |
|
|
2020
Q3 | $217K | Sell |
3,123
-1,102
| -26% | -$76.6K | ﹤0.01% | 534 |
|
|
2020
Q2 | $265K | Buy |
4,225
+1,016
| +32% | +$63.7K | 0.01% | 499 |
|
|
2020
Q1 | $205K | Hold |
3,209
| – | – | ﹤0.01% | 519 |
|
|
2019
Q4 | $205K | Sell |
3,209
-472
| -13% | -$30.2K | ﹤0.01% | 572 |
|
|
2019
Q3 | $240K | Hold |
3,681
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $218K | Buy |
+3,681
| New | +$218K | ﹤0.01% | 561 |
|
|
2018
Q3 | – | Sell |
-9,798
| Closed | -$447K | – | 666 |
|
|
2018
Q2 | $447K | Buy |
+9,798
| New | +$447K | 0.01% | 448 |
|