KCM Investment Advisors’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 | $505K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $394K | Hold |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $370K | Hold |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $576K | Hold |
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|
2019
Q2 | $528K | Buy |
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|
2019
Q1 | $336K | Hold |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $253K | Sell |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $263K | Hold |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $243K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $225K | Hold |
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|
2016
Q2 | $245K | Hold |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $412K | Buy |
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|
2015
Q3 | $229K | Sell |
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|
2015
Q2 | $224K | Sell |
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|
2015
Q1 | $254K | Sell |
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|
2014
Q4 | $442K | Buy |
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|
2014
Q3 | $222K | Buy |
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