North Star Asset Management’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 | $241K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $254K | Buy |
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