NBT 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 | $80.9K | Hold |
1,188
| – | – | 0.01% | 447 |
|
|
2025
Q1 | $84.1K | Hold |
1,188
| – | – | 0.01% | 435 |
|
|
2024
Q4 | $80.2K | Hold |
1,188
| – | – | 0.01% | 453 |
|
|
2024
Q3 | $77.6K | Sell |
1,188
-75
| -6% | -$4.9K | 0.01% | 470 |
|
|
2024
Q2 | $67.1K | Hold |
1,263
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $67.9K | Hold |
1,263
| – | – | 0.01% | 394 |
|
|
2023
Q4 | $78.2K | Buy |
+1,263
| New | +$78.2K | 0.01% | 386 |
|
|
2021
Q1 | – | Sell |
-5,584
| Closed | -$373K | – | 242 |
|
|
2020
Q4 | $373K | Hold |
5,584
| – | – | 0.06% | 180 |
|
|
2020
Q3 | $386K | Sell |
5,584
-777
| -12% | -$53.7K | 0.06% | 166 |
|
|
2020
Q2 | $398K | Hold |
6,361
| – | – | 0.07% | 160 |
|
|
2020
Q1 | $383K | Hold |
6,361
| – | – | 0.08% | 154 |
|
|
2019
Q4 | $404K | Buy |
6,361
+2,500
| +65% | +$159K | 0.06% | 167 |
|
|
2019
Q3 | $250K | Hold |
3,861
| – | – | 0.04% | 177 |
|
|
2019
Q2 | $230K | Hold |
3,861
| – | – | 0.04% | 177 |
|
|
2019
Q1 | $217K | Buy |
+3,861
| New | +$217K | 0.04% | 175 |
|
|
2018
Q1 | – | Sell |
-4,512
| Closed | -$217K | – | 200 |
|
|
2017
Q4 | $217K | Hold |
4,512
| – | – | 0.03% | 189 |
|
|
2017
Q3 | $213K | Hold |
4,512
| – | – | 0.03% | 195 |
|
|
2017
Q2 | $207K | Sell |
4,512
-2,500
| -36% | -$115K | 0.03% | 196 |
|
|
2017
Q1 | $311K | Hold |
7,012
| – | – | 0.05% | 168 |
|
|
2016
Q4 | $286K | Hold |
7,012
| – | – | 0.05% | 172 |
|
|
2016
Q3 | $289K | Hold |
7,012
| – | – | 0.05% | 166 |
|
|
2016
Q2 | $314K | Hold |
7,012
| – | – | 0.05% | 164 |
|
|
2016
Q1 | $293K | Hold |
7,012
| – | – | 0.05% | 167 |
|
|
2015
Q4 | $252K | Hold |
7,012
| – | – | 0.05% | 171 |
|
|
2015
Q3 | $248K | Hold |
7,012
| – | – | 0.05% | 171 |
|
|
2015
Q2 | $226K | Sell |
7,012
-2,500
| -26% | -$80.6K | 0.04% | 184 |
|
|
2015
Q1 | $331K | Hold |
9,512
| – | – | 0.05% | 163 |
|
|
2014
Q4 | $342K | Sell |
9,512
-500
| -5% | -$18K | 0.05% | 163 |
|
|
2014
Q3 | $305K | Hold |
10,012
| – | – | 0.05% | 171 |
|
|
2014
Q2 | $323K | Sell |
10,012
-996
| -9% | -$32.1K | 0.05% | 173 |
|
|
2014
Q1 | $335K | Hold |
11,008
| – | – | 0.05% | 171 |
|
|
2013
Q4 | $308K | Sell |
11,008
-750
| -6% | -$21K | 0.04% | 176 |
|
|
2013
Q3 | $324K | Hold |
11,758
| – | – | 0.05% | 168 |
|
|
2013
Q2 | $333K | Buy |
+11,758
| New | +$333K | 0.05% | 166 |
|