Moody National Bank Trust Division’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Hold |
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|
2025
Q2 | $367K | Buy |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $270K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $593K | Hold |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $191K | Buy |
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|
2018
Q3 | $168K | Buy |
|