Laird Norton Wetherby Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
+6,436
| New | +$438K | 0.02% | 610 |
|
|
2024
Q4 | $483K | Buy |
7,153
+323
| +5% | +$21.8K | 0.02% | 543 |
|
|
2024
Q3 | $446K | Buy |
6,830
+150
| +2% | +$9.8K | 0.02% | 602 |
|
|
2024
Q2 | $357K | Sell |
6,680
-315
| -5% | -$16.8K | 0.02% | 642 |
|
|
2024
Q1 | $376K | Sell |
6,995
-2,448
| -26% | -$132K | 0.02% | 659 |
|
|
2023
Q4 | $585K | Sell |
9,443
-623
| -6% | -$38.6K | 0.03% | 500 |
|
|
2023
Q3 | $576K | Buy |
10,066
+3,281
| +48% | +$188K | 0.03% | 472 |
|
|
2023
Q2 | $422K | Sell |
6,785
-320
| -5% | -$19.9K | 0.02% | 601 |
|
|
2023
Q1 | $479K | Sell |
7,105
-30
| -0.4% | -$2.02K | 0.03% | 548 |
|
|
2022
Q4 | $500K | Sell |
7,135
-855
| -11% | -$59.9K | 0.03% | 514 |
|
|
2022
Q3 | $511K | Buy |
7,990
+1,156
| +17% | +$73.9K | 0.04% | 485 |
|
|
2022
Q2 | $484K | Buy |
6,834
+620
| +10% | +$43.9K | 0.03% | 516 |
|
|
2022
Q1 | $448K | Sell |
6,214
-137
| -2% | -$9.88K | 0.03% | 556 |
|
|
2021
Q4 | $430K | Buy |
6,351
+588
| +10% | +$39.8K | 0.02% | 575 |
|
|
2021
Q3 | $360K | Buy |
5,763
+197
| +4% | +$12.3K | 0.02% | 619 |
|
|
2021
Q2 | $367K | Buy |
5,566
+75
| +1% | +$4.95K | 0.02% | 628 |
|
|
2021
Q1 | $366K | Buy |
5,491
+97
| +2% | +$6.47K | 0.03% | 534 |
|
|
2020
Q4 | $360K | Sell |
5,394
-284
| -5% | -$19K | 0.02% | 581 |
|
|
2020
Q3 | $392K | Buy |
5,678
+42
| +0.7% | +$2.9K | 0.03% | 435 |
|
|
2020
Q2 | $353K | Sell |
5,636
-4,982
| -47% | -$312K | 0.03% | 454 |
|
|
2020
Q1 | $640K | Buy |
10,618
+1,221
| +13% | +$73.6K | 0.07% | 268 |
|
|
2019
Q4 | $597K | Buy |
9,397
+37
| +0.4% | +$2.35K | 0.06% | 356 |
|
|
2019
Q3 | $607K | Buy |
9,360
+141
| +2% | +$9.14K | 0.06% | 342 |
|
|
2019
Q2 | $548K | Sell |
9,219
-74
| -0.8% | -$4.4K | 0.06% | 367 |
|
|
2019
Q1 | $523K | Buy |
9,293
+929
| +11% | +$52.3K | 0.07% | 353 |
|
|
2018
Q4 | $412K | Buy |
8,364
+116
| +1% | +$5.71K | 0.06% | 378 |
|
|
2018
Q3 | $389K | Sell |
8,248
-948
| -10% | -$44.7K | 0.05% | 428 |
|
|
2018
Q2 | $420K | Sell |
9,196
-841
| -8% | -$38.4K | 0.06% | 388 |
|
|
2018
Q1 | $457K | Buy |
10,037
+955
| +11% | +$43.5K | 0.06% | 373 |
|
|
2017
Q4 | $437K | Buy |
9,082
+1,093
| +14% | +$52.6K | 0.06% | 380 |
|
|
2017
Q3 | $378K | Buy |
7,989
+262
| +3% | +$12.4K | 0.06% | 400 |
|
|
2017
Q2 | $355K | Buy |
7,727
+2,389
| +45% | +$110K | 0.06% | 394 |
|
|
2017
Q1 | $238K | Buy |
+5,338
| New | +$238K | 0.04% | 481 |
|