NorthRock Partners’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
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $466K | Buy |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | $322K | Buy |
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|
2019
Q4 | $316K | Buy |
|
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $299K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $247K | Sell |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $234K | Sell |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $243K | Sell |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $271K | Buy |
|