North Star Investment 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 | $83.7K | Hold |
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|
2025
Q2 | $70.7K | Hold |
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|
2025
Q1 | $73.4K | Hold |
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|
2024
Q4 | $70.1K | Sell |
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|
2024
Q3 | $71.1K | Buy |
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|
2024
Q2 | $55.4K | Sell |
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|
2024
Q1 | $58.3K | Buy |
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|
2023
Q4 | $65.3K | Hold |
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|
2023
Q3 | $60.4K | Hold |
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|
2023
Q2 | $65.6K | Hold |
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|
2023
Q1 | $71.2K | Hold |
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|
2022
Q4 | $74K | Buy |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $70K | Sell |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $111K | Hold |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $142K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $108K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $100K | Hold |
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|
2018
Q1 | $100K | Hold |
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|
2017
Q4 | $106K | Sell |
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|
2017
Q3 | $174K | Hold |
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|
2017
Q2 | $169K | Hold |
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|
2017
Q1 | $164K | Buy |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $53K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $54K | Hold |
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|
2015
Q4 | $46K | Hold |
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|
2015
Q3 | $45K | Hold |
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|
2015
Q2 | $41K | Hold |
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|
2015
Q1 | $45K | Hold |
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|
2014
Q4 | $46K | Buy |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $28K | Buy |
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