Manchester Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
4,483
-241
| -5% | -$16.4K | 0.04% | 283 |
|
|
2025
Q1 | $334K | Sell |
4,724
-346
| -7% | -$24.5K | 0.04% | 262 |
|
|
2024
Q4 | $342K | Sell |
5,070
-19
| -0.4% | -$1.28K | 0.04% | 260 |
|
|
2024
Q3 | $332K | Buy |
5,089
+19
| +0.4% | +$1.24K | 0.04% | 269 |
|
|
2024
Q2 | $271K | Buy |
5,070
+809
| +19% | +$43.2K | 0.03% | 285 |
|
|
2024
Q1 | $229K | Buy |
4,261
+1,630
| +62% | +$87.6K | 0.03% | 290 |
|
|
2023
Q4 | $163K | Sell |
2,631
-1,039
| -28% | -$64.3K | 0.02% | 306 |
|
|
2023
Q3 | $210K | Sell |
3,670
-29
| -0.8% | -$1.66K | 0.03% | 257 |
|
|
2023
Q2 | $230K | Buy |
3,699
+122
| +3% | +$7.59K | 0.03% | 256 |
|
|
2023
Q1 | $241K | Buy |
3,577
+553
| +18% | +$37.3K | 0.03% | 265 |
|
|
2022
Q4 | $212K | Sell |
3,024
-9
| -0.3% | -$631 | 0.03% | 244 |
|
|
2022
Q3 | $194K | Sell |
3,033
-3
| -0.1% | -$192 | 0.03% | 218 |
|
|
2022
Q2 | $215K | Sell |
3,036
-52
| -2% | -$3.68K | 0.04% | 206 |
|
|
2022
Q1 | $223K | Buy |
3,088
+954
| +45% | +$68.9K | 0.03% | 240 |
|
|
2021
Q4 | $144K | Hold |
2,134
| – | – | 0.02% | 300 |
|
|
2021
Q3 | $133K | Buy |
2,134
+40
| +2% | +$2.49K | 0.02% | 325 |
|
|
2021
Q2 | $138K | Hold |
2,094
| – | – | 0.02% | 298 |
|
|
2021
Q1 | $139K | Buy |
2,094
+66
| +3% | +$4.38K | 0.02% | 292 |
|
|
2020
Q4 | $135K | Buy |
2,028
+1,000
| +97% | +$66.6K | 0.02% | 276 |
|
|
2020
Q3 | $71K | Hold |
1,028
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $64K | Sell |
1,028
-240
| -19% | -$14.9K | 0.01% | 342 |
|
|
2020
Q1 | $76K | Hold |
1,268
| – | – | 0.01% | 308 |
|
|
2019
Q4 | $81K | Sell |
1,268
-80
| -6% | -$5.11K | 0.01% | 332 |
|
|
2019
Q3 | $87K | Hold |
1,348
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $80K | Sell |
1,348
-155
| -10% | -$9.2K | 0.01% | 331 |
|
|
2019
Q1 | $84K | Hold |
1,503
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $69K | Hold |
1,503
| – | – | 0.01% | 323 |
|
|
2018
Q3 | $71K | Hold |
1,503
| – | – | 0.01% | 325 |
|
|
2018
Q2 | $69K | Hold |
1,503
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $68K | Hold |
1,503
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $72K | Hold |
1,503
| – | – | 0.01% | 312 |
|
|
2017
Q3 | $71K | Hold |
1,503
| – | – | 0.01% | 303 |
|
|
2017
Q2 | $69K | Sell |
1,503
-4,559
| -75% | -$209K | 0.01% | 317 |
|
|
2017
Q1 | $269K | Buy |
6,062
+5,034
| +490% | +$223K | 0.04% | 159 |
|
|
2016
Q4 | $42K | Hold |
1,028
| – | – | 0.01% | 362 |
|
|
2016
Q3 | $42K | Hold |
1,028
| – | – | 0.01% | 373 |
|
|
2016
Q2 | $46K | Hold |
1,028
| – | – | 0.01% | 374 |
|
|
2016
Q1 | $43K | Hold |
1,028
| – | – | 0.01% | 440 |
|
|
2015
Q4 | $37K | Buy |
+1,028
| New | +$37K | 0.01% | 499 |
|
|
2015
Q1 | – | Sell |
-193
| Closed | -$7K | – | 916 |
|
|
2014
Q4 | $7K | Hold |
193
| – | – | ﹤0.01% | 1016 |
|
|
2014
Q3 | $6K | Hold |
193
| – | – | ﹤0.01% | 1005 |
|
|
2014
Q2 | $6K | Hold |
193
| – | – | ﹤0.01% | 1006 |
|
|
2014
Q1 | $6K | Hold |
193
| – | – | ﹤0.01% | 908 |
|
|
2013
Q4 | $5K | Hold |
193
| – | – | ﹤0.01% | 849 |
|
|
2013
Q3 | $5K | Hold |
193
| – | – | ﹤0.01% | 897 |
|
|
2013
Q2 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 909 |
|