LAM
Lummis Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
1,899
-3,050
| -62% | -$208K | 0.08% | 66 |
|
|
2025
Q1 | $350K | Hold |
4,949
| – | – | 0.24% | 49 |
|
|
2024
Q4 | $334K | Hold |
4,949
| – | – | 0.42% | 37 |
|
|
2024
Q3 | $323K | Hold |
4,949
| – | – | 0.38% | 38 |
|
|
2024
Q2 | $264K | Buy |
4,949
+1,666
| +51% | +$89K | 0.35% | 39 |
|
|
2024
Q1 | $176K | Hold |
3,283
| – | – | 0.24% | 41 |
|
|
2023
Q4 | $203K | Buy |
+3,283
| New | +$203K | 0.16% | 56 |
|