NIM
Nicollet Investment Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
7,075
-1,200
| -15% | -$81.8K | 0.16% | 67 |
|
|
2025
Q1 | $586K | Sell |
8,275
-140
| -2% | -$9.91K | 0.21% | 63 |
|
|
2024
Q4 | $568K | Buy |
8,415
+4,051
| +93% | +$273K | 0.2% | 59 |
|
|
2024
Q3 | $285K | Sell |
4,364
-4,051
| -48% | -$265K | 0.1% | 68 |
|
|
2024
Q2 | $449K | Buy |
8,415
+2,951
| +54% | +$157K | 0.17% | 61 |
|
|
2024
Q1 | $294K | Hold |
5,464
| – | – | 0.11% | 65 |
|
|
2023
Q4 | $338K | Sell |
5,464
-650
| -11% | -$40.2K | 0.14% | 58 |
|
|
2023
Q3 | $350K | Sell |
6,114
-42
| -0.7% | -$2.4K | 0.16% | 58 |
|
|
2023
Q2 | $383K | Hold |
6,156
| – | – | 0.17% | 55 |
|
|
2023
Q1 | $415K | Hold |
6,156
| – | – | 0.22% | 52 |
|
|
2022
Q4 | $432K | Buy |
6,156
+1,984
| +48% | +$139K | 0.25% | 53 |
|
|
2022
Q3 | $267K | Buy |
4,172
+1,332
| +47% | +$85.2K | 0.15% | 53 |
|
|
2022
Q2 | $201K | Sell |
2,840
-2,093
| -42% | -$148K | 0.11% | 58 |
|
|
2022
Q1 | $356K | Buy |
4,933
+237
| +5% | +$17.1K | 0.16% | 52 |
|
|
2021
Q4 | $318K | Sell |
4,696
-34
| -0.7% | -$2.3K | 0.13% | 56 |
|
|
2021
Q3 | $296K | Buy |
+4,730
| New | +$296K | 0.12% | 59 |
|
|
2021
Q2 | – | Sell |
-4,218
| Closed | -$281K | – | 69 |
|
|
2021
Q1 | $281K | Sell |
4,218
-1,494
| -26% | -$99.5K | 0.12% | 61 |
|
|
2020
Q4 | $381K | Sell |
5,712
-30
| -0.5% | -$2K | 0.17% | 57 |
|
|
2020
Q3 | $396K | Sell |
5,742
-2,511
| -30% | -$173K | 0.2% | 54 |
|
|
2020
Q2 | $516K | Hold |
8,253
| – | – | 0.29% | 52 |
|
|
2020
Q1 | $498K | Sell |
8,253
-1,991
| -19% | -$120K | 0.37% | 47 |
|
|
2019
Q4 | $650 | Sell |
10,244
-51
| -0.5% | -$3 | 0.3% | 53 |
|
|
2019
Q3 | $668K | Buy |
+10,295
| New | +$668K | 0.42% | 51 |
|