Loring Wolcott & Coolidge Fiduciary Advisors’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 | $137K | Hold |
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|
2025
Q2 | $116K | Hold |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $111K | Sell |
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|
2024
Q2 | $95.2K | Hold |
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|
2024
Q1 | $97K | Sell |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $755K | Hold |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $746K | Hold |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $797K | Hold |
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|
2022
Q1 | $813K | Hold |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $762K | Hold |
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|
2020
Q3 | $788K | Hold |
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|
2020
Q2 | $714K | Hold |
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|
2020
Q1 | $689K | Hold |
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|
2019
Q4 | $725K | Buy |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $63K | Sell |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $57K | Hold |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $59K | Hold |
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|
2017
Q1 | $55K | Hold |
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|
2016
Q4 | $51K | Hold |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $52K | Hold |
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|
2015
Q4 | $45K | Hold |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $45K | Hold |
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|
2014
Q3 | $38K | Hold |
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|
2014
Q2 | $40K | Hold |
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|
2014
Q1 | $38K | Buy |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $21K | Sell |
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|
2013
Q2 | $38K | Buy |
|