KLCM Advisors’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 | $899K | Hold |
13,200
| – | – | 0.1% | 92 |
|
|
2025
Q1 | $934K | Hold |
13,200
| – | – | 0.11% | 85 |
|
|
2024
Q4 | $891K | Hold |
13,200
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $862K | Buy |
13,200
+261
| +2% | +$17K | 0.1% | 85 |
|
|
2024
Q2 | $691K | Buy |
12,939
+100
| +0.8% | +$5.34K | 0.09% | 87 |
|
|
2024
Q1 | $690K | Hold |
12,839
| – | – | 0.09% | 87 |
|
|
2023
Q4 | $795K | Sell |
12,839
-663
| -5% | -$41K | 0.12% | 79 |
|
|
2023
Q3 | $773K | Buy |
13,502
+1,652
| +14% | +$94.5K | 0.15% | 70 |
|
|
2023
Q2 | $737K | Hold |
11,850
| – | – | 0.14% | 69 |
|
|
2023
Q1 | $799K | Hold |
11,850
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $831K | Hold |
11,850
| – | – | 0.17% | 63 |
|
|
2022
Q3 | $758K | Sell |
11,850
-63
| -0.5% | -$4.03K | 0.18% | 61 |
|
|
2022
Q2 | $843K | Buy |
11,913
+63
| +0.5% | +$4.46K | 0.19% | 57 |
|
|
2022
Q1 | $855K | Buy |
11,850
+600
| +5% | +$43.3K | 0.18% | 55 |
|
|
2021
Q4 | $762K | Hold |
11,250
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $703K | Buy |
11,250
+550
| +5% | +$34.4K | 0.15% | 59 |
|
|
2021
Q2 | $705K | Hold |
10,700
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $712K | Hold |
10,700
| – | – | 0.16% | 54 |
|
|
2020
Q4 | $713K | Hold |
10,700
| – | – | 0.18% | 54 |
|
|
2020
Q3 | $738K | Hold |
10,700
| – | – | 0.21% | 55 |
|
|
2020
Q2 | $669K | Sell |
10,700
-500
| -4% | -$31.3K | 0.19% | 55 |
|
|
2020
Q1 | $675K | Hold |
11,200
| – | – | 0.21% | 53 |
|
|
2019
Q4 | $711K | Buy |
+11,200
| New | +$711K | 0.16% | 54 |
|