Laird Norton Wetherby Wealth Management’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
Q3 | $534K | Buy |
6,621
+185
| +3% | +$13.4K | 0.02% | 564 |
|
|
2025
Q2 | $438K | Buy |
+6,436
| New | +$446K | 0.02% | 611 |
|
|
2024
Q4 | $483K | Buy |
7,153
+323
| +5% | +$21.7K | 0.02% | 543 |
|
|
2024
Q3 | $446K | Buy |
6,830
+150
| +2% | +$8.9K | 0.02% | 602 |
|
|
2024
Q2 | $357K | Sell |
6,680
-315
| -5% | -$17.1K | 0.02% | 646 |
|
|
2024
Q1 | $376K | Sell |
6,995
-2,448
| -26% | -$140K | 0.02% | 662 |
|
|
2023
Q4 | $585K | Sell |
9,443
-623
| -6% | -$37.4K | 0.03% | 501 |
|
|
2023
Q3 | $576K | Buy |
10,066
+3,281
| +48% | +$197K | 0.03% | 473 |
|
|
2023
Q2 | $422K | Sell |
6,785
-320
| -5% | -$21.4K | 0.02% | 602 |
|
|
2023
Q1 | $479K | Sell |
7,105
-30
| -0.4% | -$2.02K | 0.03% | 549 |
|
|
2022
Q4 | $500K | Sell |
7,135
-855
| -11% | -$56.9K | 0.03% | 516 |
|
|
2022
Q3 | $511K | Buy |
7,990
+1,156
| +17% | +$84.2K | 0.04% | 485 |
|
|
2022
Q2 | $484K | Buy |
6,834
+620
| +10% | +$45.1K | 0.03% | 516 |
|
|
2022
Q1 | $448K | Sell |
6,214
-137
| -2% | -$9.41K | 0.03% | 557 |
|
|
2021
Q4 | $430K | Buy |
6,351
+588
| +10% | +$38.3K | 0.02% | 581 |
|
|
2021
Q3 | $360K | Buy |
5,763
+197
| +4% | +$13.3K | 0.02% | 633 |
|
|
2021
Q2 | $367K | Buy |
5,566
+75
| +1% | +$5.22K | 0.02% | 636 |
|
|
2021
Q1 | $366K | Buy |
5,491
+97
| +2% | +$6.13K | 0.03% | 534 |
|
|
2020
Q4 | $360K | Sell |
5,394
-284
| -5% | -$19.8K | 0.02% | 588 |
|
|
2020
Q3 | $392K | Buy |
5,678
+42
| +0.7% | +$2.87K | 0.03% | 436 |
|
|
2020
Q2 | $353K | Sell |
5,636
-4,982
| -47% | -$314K | 0.03% | 454 |
|
|
2020
Q1 | $640K | Buy |
10,618
+1,221
| +13% | +$79.6K | 0.07% | 269 |
|
|
2019
Q4 | $597K | Buy |
9,397
+37
| +0.4% | +$2.31K | 0.06% | 357 |
|
|
2019
Q3 | $607K | Buy |
9,360
+141
| +2% | +$8.79K | 0.06% | 343 |
|
|
2019
Q2 | $548K | Sell |
9,219
-74
| -0.8% | -$4.25K | 0.06% | 368 |
|
|
2019
Q1 | $523K | Buy |
9,293
+929
| +11% | +$49.4K | 0.07% | 354 |
|
|
2018
Q4 | $412K | Buy |
8,364
+116
| +1% | +$5.82K | 0.06% | 378 |
|
|
2018
Q3 | $389K | Sell |
8,248
-948
| -10% | -$44.8K | 0.05% | 428 |
|
|
2018
Q2 | $420K | Sell |
9,196
-841
| -8% | -$37.7K | 0.06% | 388 |
|
|
2018
Q1 | $457K | Buy |
10,037
+955
| +11% | +$42.6K | 0.06% | 373 |
|
|
2017
Q4 | $437K | Buy |
9,082
+1,093
| +14% | +$54.2K | 0.06% | 380 |
|
|
2017
Q3 | $378K | Buy |
7,989
+262
| +3% | +$12.6K | 0.06% | 400 |
|
|
2017
Q2 | $355K | Buy |
7,727
+2,389
| +45% | +$110K | 0.06% | 394 |
|
|
2017
Q1 | $238K | Buy |
+5,338
| New | +$226K | 0.04% | 481 |
|
Other funds holding XEL
