Longfellow Investment 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
Q1
Sell
2024
Q4
$414K Sell
2024
Q3
$426K Buy
2024
Q2
$347K Buy
2024
Q1
$347K Buy
2023
Q4
$396K Hold
2023
Q3
$366K Buy
2015
Q4
Sell
2015
Q3
$93K Hold
2015
Q2
$85K Hold
2015
Q1
$91K Hold
2014
Q4
$96K Hold
2014
Q3
$80K Hold
2014
Q2
$85K Hold
2014
Q1
$80K Hold
2013
Q4
$74K Hold
2013
Q3
$72K Hold
2013
Q2
$74K Buy