Meyer Handelman Company’s Xcel Energy XEL Stock Holding History

Meyer Handelman Company’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.53M	Sell	51,881 -125	-0.2%	-$8.51K	0.12%	111
2025 Q1	$3.68M	Sell	52,006 -1,670	-3%	-$118K	0.13%	110
2024 Q4	$3.62M	Sell	53,676 -1,698	-3%	-$115K	0.13%	111
2024 Q3	$3.62M	Sell	55,374 -2,526	-4%	-$165K	0.12%	112
2024 Q2	$3.09M	Sell	57,900 -970	-2%	-$51.8K	0.11%	119
2024 Q1	$3.16M	Sell	58,870 -475	-0.8%	-$25.5K	0.11%	118
2023 Q4	$3.67M	Sell	59,345 -5,335	-8%	-$330K	0.14%	111
2023 Q3	$3.7M	Hold	64,680	–	–	0.15%	112
2023 Q2	$4.02M	Buy	64,680 +3,595	+6%	+$224K	0.16%	106
2023 Q1	$4.12M	Sell	61,085 -3,640	-6%	-$245K	0.17%	106
2022 Q4	$4.54M	Hold	64,725	–	–	0.19%	104
2022 Q3	$4.14M	Hold	64,725	–	–	0.19%	105
2022 Q2	$4.58M	Sell	64,725 -3,206	-5%	-$227K	0.2%	104
2022 Q1	$4.9M	Buy	67,931 +1,844	+3%	+$133K	0.19%	106
2021 Q4	$4.47M	Buy	66,087 +4,066	+7%	+$275K	0.17%	106
2021 Q3	$3.88M	Hold	62,021	–	–	0.16%	109
2021 Q2	$4.09M	Hold	62,021	–	–	0.16%	105
2021 Q1	$4.13M	Hold	62,021	–	–	0.17%	105
2020 Q4	$4.14M	Buy	62,021 +7,700	+14%	+$513K	0.19%	102
2020 Q3	$3.75M	Sell	54,321 -4,000	-7%	-$276K	0.19%	97
2020 Q2	$3.65M	Sell	58,321 -6,200	-10%	-$387K	0.19%	97
2020 Q1	$3.89M	Hold	64,521	–	–	0.24%	88
2019 Q4	$4.1M	Sell	64,521 -1,800	-3%	-$114K	0.2%	99
2019 Q3	$4.3M	Hold	66,321	–	–	0.22%	94
2019 Q2	$3.95M	Sell	66,321 -2,800	-4%	-$167K	0.2%	102
2019 Q1	$3.87M	Hold	69,121	–	–	0.2%	99
2018 Q4	$3.41M	Hold	69,121	–	–	0.19%	99
2018 Q3	$3.26M	Sell	69,121 -5,000	-7%	-$236K	0.16%	107
2018 Q2	$3.39M	Hold	74,121	–	–	0.17%	103
2018 Q1	$3.37M	Hold	74,121	–	–	0.17%	110
2017 Q4	$3.57M	Hold	74,121	–	–	0.17%	109
2017 Q3	$3.51M	Hold	74,121	–	–	0.16%	108
2017 Q2	$3.4M	Hold	74,121	–	–	0.14%	109
2017 Q1	$3.3M	Hold	74,121	–	–	0.14%	109
2016 Q4	$3.02M	Hold	74,121	–	–	0.13%	114
2016 Q3	$3.05M	Hold	74,121	–	–	0.14%	111
2016 Q2	$3.32M	Sell	74,121 -12,041	-14%	-$539K	0.15%	108
2016 Q1	$3.6M	Sell	86,162 -4,012	-4%	-$168K	0.17%	105
2015 Q4	$3.24M	Hold	90,174	–	–	0.15%	108
2015 Q3	$3.19M	Hold	90,174	–	–	0.16%	109
2015 Q2	$2.9M	Hold	90,174	–	–	0.13%	112
2015 Q1	$3.14M	Hold	90,174	–	–	0.14%	107
2014 Q4	$3.24M	Sell	90,174 -7	-0%	-$251	0.15%	107
2014 Q3	$2.74M	Hold	90,181	–	–	0.13%	109
2014 Q2	$2.91M	Buy	90,181 +1,000	+1%	+$32.2K	0.13%	106
2014 Q1	$2.71M	Sell	89,181 -716	-0.8%	-$21.7K	0.13%	108
2013 Q4	$2.51M	Sell	89,897 -2,400	-3%	-$67.1K	0.12%	111
2013 Q3	$2.55M	Hold	92,297	–	–	0.14%	107
2013 Q2	$2.62M	Buy	+92,297	New	+$2.62M	0.14%	104