LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Hold |
1,700
| – | – | ﹤0.01% | 332 |
|
|
2025
Q1 | $122K | Hold |
1,700
| – | – | ﹤0.01% | 315 |
|
|
2024
Q4 | $116K | Hold |
1,700
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $111K | Sell |
1,700
-65
| -4% | -$4.23K | ﹤0.01% | 331 |
|
|
2024
Q2 | $95.2K | Hold |
1,765
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $97K | Sell |
1,765
-6,000
| -77% | -$330K | ﹤0.01% | 335 |
|
|
2023
Q4 | $465K | Hold |
7,765
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $474K | Sell |
7,765
-4,382
| -36% | -$268K | 0.01% | 199 |
|
|
2023
Q2 | $755K | Hold |
12,147
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $819K | Buy |
12,147
+1,500
| +14% | +$101K | 0.01% | 163 |
|
|
2022
Q4 | $746K | Hold |
10,647
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $681K | Sell |
10,647
-615
| -5% | -$39.3K | 0.01% | 172 |
|
|
2022
Q2 | $797K | Hold |
11,262
| – | – | 0.01% | 169 |
|
|
2022
Q1 | $813K | Hold |
11,262
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $762K | Sell |
11,262
-160
| -1% | -$10.8K | 0.01% | 194 |
|
|
2021
Q3 | $714K | Sell |
11,422
-71
| -0.6% | -$4.44K | 0.01% | 193 |
|
|
2021
Q2 | $757K | Sell |
11,493
-44
| -0.4% | -$2.9K | 0.01% | 191 |
|
|
2021
Q1 | $767K | Buy |
11,537
+115
| +1% | +$7.65K | 0.01% | 176 |
|
|
2020
Q4 | $762K | Hold |
11,422
| – | – | 0.01% | 172 |
|
|
2020
Q3 | $788K | Hold |
11,422
| – | – | 0.01% | 158 |
|
|
2020
Q2 | $714K | Hold |
11,422
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $689K | Hold |
11,422
| – | – | 0.01% | 150 |
|
|
2019
Q4 | $725K | Buy |
11,422
+10,307
| +924% | +$654K | 0.01% | 175 |
|
|
2019
Q3 | $72K | Hold |
1,115
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $66K | Hold |
1,115
| – | – | ﹤0.01% | 375 |
|
|
2019
Q1 | $63K | Sell |
1,115
-130
| -10% | -$7.35K | ﹤0.01% | 376 |
|
|
2018
Q4 | $61K | Hold |
1,245
| – | – | ﹤0.01% | 386 |
|
|
2018
Q3 | $59K | Hold |
1,245
| – | – | ﹤0.01% | 409 |
|
|
2018
Q2 | $57K | Hold |
1,245
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $57K | Hold |
1,245
| – | – | ﹤0.01% | 432 |
|
|
2017
Q4 | $60K | Hold |
1,245
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $59K | Hold |
1,245
| – | – | ﹤0.01% | 412 |
|
|
2017
Q2 | $59K | Hold |
1,245
| – | – | ﹤0.01% | 405 |
|
|
2017
Q1 | $55K | Hold |
1,245
| – | – | ﹤0.01% | 401 |
|
|
2016
Q4 | $51K | Hold |
1,245
| – | – | ﹤0.01% | 389 |
|
|
2016
Q3 | $51K | Hold |
1,245
| – | – | ﹤0.01% | 393 |
|
|
2016
Q2 | $56K | Hold |
1,245
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $52K | Hold |
1,245
| – | – | ﹤0.01% | 389 |
|
|
2015
Q4 | $45K | Hold |
1,245
| – | – | ﹤0.01% | 434 |
|
|
2015
Q3 | $40K | Hold |
1,245
| – | – | ﹤0.01% | 440 |
|
|
2015
Q2 | $40K | Hold |
1,245
| – | – | ﹤0.01% | 440 |
|
|
2015
Q1 | $43K | Hold |
1,245
| – | – | ﹤0.01% | 450 |
|
|
2014
Q4 | $45K | Hold |
1,245
| – | – | ﹤0.01% | 439 |
|
|
2014
Q3 | $38K | Hold |
1,245
| – | – | ﹤0.01% | 439 |
|
|
2014
Q2 | $40K | Hold |
1,245
| – | – | ﹤0.01% | 454 |
|
|
2014
Q1 | $38K | Buy |
1,245
+500
| +67% | +$15.3K | ﹤0.01% | 439 |
|
|
2013
Q4 | $21K | Hold |
745
| – | – | ﹤0.01% | 469 |
|
|
2013
Q3 | $21K | Sell |
745
-600
| -45% | -$16.9K | ﹤0.01% | 437 |
|
|
2013
Q2 | $38K | Buy |
+1,345
| New | +$38K | ﹤0.01% | 414 |
|