Kesler Norman & Wride’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$461K Sell
2024
Q1
$550K Sell
2023
Q4
$1.61M Buy
2023
Q3
$1.48M Sell
2023
Q2
$1.63M Buy
2023
Q1
$1.74M Buy
2022
Q4
$1.74M Buy
2022
Q3
$912K Buy
2022
Q2
$1M Buy
2022
Q1
$1.01M Buy
2021
Q4
$950K Buy
2021
Q3
$864K Buy
2021
Q2
$940K Buy
2021
Q1
$916K Buy
2020
Q4
$797K Buy