Morton Community Bank’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 | $3.9M | Buy |
57,287
+1,970
| +4% | +$134K | 0.97% | 46 |
|
|
2025
Q1 | $3.92M | Sell |
55,317
-186
| -0.3% | -$13.2K | 1.03% | 41 |
|
|
2024
Q4 | $3.75M | Buy |
55,503
+1,005
| +2% | +$67.9K | 0.99% | 41 |
|
|
2024
Q3 | $3.56M | Buy |
54,498
+395
| +0.7% | +$25.8K | 0.93% | 53 |
|
|
2024
Q2 | $2.89M | Buy |
54,103
+3,082
| +6% | +$165K | 0.82% | 72 |
|
|
2024
Q1 | $2.74M | Buy |
51,021
+3,885
| +8% | +$209K | 0.79% | 80 |
|
|
2023
Q4 | $2.92M | Buy |
+47,136
| New | +$2.92M | 0.95% | 42 |
|