MHR
Matthew Hamilton Rosenberg’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
4,557
+1,971
| +76% | +$134K | 0.07% | 140 |
|
|
2025
Q1 | $183K | Sell |
2,586
-93
| -3% | -$6.58K | 0.05% | 200 |
|
|
2024
Q4 | $181K | Sell |
2,679
-1,409
| -34% | -$95.1K | 0.05% | 201 |
|
|
2024
Q3 | $267K | Sell |
4,088
-63
| -2% | -$4.11K | 0.07% | 149 |
|
|
2024
Q2 | $218K | Sell |
4,151
-767
| -16% | -$40.2K | 0.06% | 167 |
|
|
2024
Q1 | $262K | Sell |
4,918
-642
| -12% | -$34.2K | 0.08% | 142 |
|
|
2023
Q4 | $344K | Sell |
5,560
-1,094
| -16% | -$67.7K | 0.11% | 102 |
|
|
2023
Q3 | $381K | Buy |
6,654
+35
| +0.5% | +$2K | 0.13% | 80 |
|
|
2023
Q2 | $412K | Buy |
6,619
+71
| +1% | +$4.41K | 0.14% | 80 |
|
|
2023
Q1 | $442K | Sell |
6,548
-605
| -8% | -$40.8K | 0.14% | 75 |
|
|
2022
Q4 | $501K | Buy |
7,153
+201
| +3% | +$14.1K | 0.17% | 70 |
|
|
2022
Q3 | $445K | Buy |
6,952
+75
| +1% | +$4.8K | 0.17% | 72 |
|
|
2022
Q2 | $500K | Sell |
6,877
-128
| -2% | -$9.31K | 0.19% | 67 |
|
|
2022
Q1 | $506K | Buy |
7,005
+1,141
| +19% | +$82.4K | 0.18% | 68 |
|
|
2021
Q4 | $397K | Sell |
5,864
-442
| -7% | -$29.9K | 0.14% | 92 |
|
|
2021
Q3 | $394K | Sell |
6,306
-1,000
| -14% | -$62.5K | 0.16% | 77 |
|
|
2021
Q2 | $481K | Sell |
7,306
-407
| -5% | -$26.8K | 0.25% | 45 |
|
|
2021
Q1 | $513K | Buy |
7,713
+2,891
| +60% | +$192K | 0.29% | 40 |
|
|
2020
Q4 | $321K | Buy |
4,822
+100
| +2% | +$6.66K | 0.2% | 56 |
|
|
2020
Q3 | $326K | Buy |
4,722
+68
| +1% | +$4.7K | 0.24% | 51 |
|
|
2020
Q2 | $291K | Buy |
4,654
+2,533
| +119% | +$158K | 0.23% | 51 |
|
|
2020
Q1 | $128K | Buy |
+2,121
| New | +$128K | 0.13% | 95 |
|