Moors & Cabot’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
Q2 | $677K | Hold |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $704K | Buy |
|
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $993K | Buy |
|
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $618K | Sell |
|
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $752K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $508K | Sell |
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|
2020
Q2 | $466K | Buy |
|
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $559K | Buy |
|
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|
2019
Q2 | $450K | Buy |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $451K | Buy |
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|
2018
Q2 | $434K | Buy |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $407K | Sell |
|
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|
2017
Q3 | $408K | Sell |
|
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|
2017
Q2 | $433K | Buy |
|
|||||
|
2017
Q1 | $369K | Sell |
|
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|
2016
Q4 | $361K | Sell |
|
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|
2016
Q3 | $494K | Sell |
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|
2016
Q2 | $560K | Buy |
|
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|
2016
Q1 | $382K | Sell |
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|
2015
Q4 | $353K | Sell |
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|
2015
Q3 | $376K | Sell |
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|
2015
Q2 | $354K | Sell |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $399K | Buy |
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|
2014
Q3 | $336K | Buy |
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|
2014
Q2 | $353K | Buy |
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|
2014
Q1 | $290K | Buy |
|