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 |
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|
2025
Q2 | $438K | Buy |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $376K | Sell |
|
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $640K | Buy |
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|
2019
Q4 | $597K | Buy |
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|
2019
Q3 | $607K | Buy |
|
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $523K | Buy |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $389K | Sell |
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|
2018
Q2 | $420K | Sell |
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|
2018
Q1 | $457K | Buy |
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|
2017
Q4 | $437K | Buy |
|
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $355K | Buy |
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|
2017
Q1 | $238K | Buy |
|