Oarsman Capital’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 | $613K | Sell |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $586K | Hold |
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|
2024
Q4 | $559K | Hold |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $585K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $587K | Hold |
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|
2021
Q3 | $542K | Hold |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $577K | Hold |
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|
2020
Q4 | $578K | Hold |
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|
2020
Q3 | $598K | Hold |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $551K | Hold |
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|
2019
Q3 | $563K | Hold |
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|
2019
Q2 | $516K | Hold |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $427K | Hold |
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|
2018
Q3 | $409K | Buy |
|