Oarsman Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
8,222
-50
| -0.6% | -$3.41K | 0.09% | 134 |
|
|
2025
Q1 | $586K | Hold |
8,272
| – | – | 0.11% | 124 |
|
|
2024
Q4 | $559K | Hold |
8,272
| – | – | 0.1% | 123 |
|
|
2024
Q3 | $540K | Hold |
8,272
| – | – | 0.1% | 127 |
|
|
2024
Q2 | $442K | Hold |
8,272
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $445K | Hold |
8,272
| – | – | 0.11% | 137 |
|
|
2023
Q4 | $512K | Sell |
8,272
-400
| -5% | -$24.8K | 0.14% | 118 |
|
|
2023
Q3 | $496K | Hold |
8,672
| – | – | 0.21% | 97 |
|
|
2023
Q2 | $539K | Hold |
8,672
| – | – | 0.24% | 93 |
|
|
2023
Q1 | $585K | Hold |
8,672
| – | – | 0.27% | 85 |
|
|
2022
Q4 | $608K | Hold |
8,672
| – | – | 0.31% | 80 |
|
|
2022
Q3 | $555K | Hold |
8,672
| – | – | 0.3% | 87 |
|
|
2022
Q2 | $614K | Hold |
8,672
| – | – | 0.3% | 86 |
|
|
2022
Q1 | $626K | Hold |
8,672
| – | – | 0.24% | 101 |
|
|
2021
Q4 | $587K | Hold |
8,672
| – | – | 0.23% | 108 |
|
|
2021
Q3 | $542K | Hold |
8,672
| – | – | 0.22% | 113 |
|
|
2021
Q2 | $571K | Hold |
8,672
| – | – | 0.23% | 111 |
|
|
2021
Q1 | $577K | Hold |
8,672
| – | – | 0.25% | 109 |
|
|
2020
Q4 | $578K | Hold |
8,672
| – | – | 0.22% | 105 |
|
|
2020
Q3 | $598K | Hold |
8,672
| – | – | 0.27% | 92 |
|
|
2020
Q2 | $542K | Buy |
+8,672
| New | +$542K | 0.27% | 88 |
|
|
2020
Q1 | – | Sell |
-8,672
| Closed | -$551K | – | 179 |
|
|
2019
Q4 | $551K | Hold |
8,672
| – | – | 0.25% | 95 |
|
|
2019
Q3 | $563K | Hold |
8,672
| – | – | 0.27% | 95 |
|
|
2019
Q2 | $516K | Hold |
8,672
| – | – | 0.23% | 100 |
|
|
2019
Q1 | $487K | Hold |
8,672
| – | – | 0.23% | 107 |
|
|
2018
Q4 | $427K | Hold |
8,672
| – | – | 0.22% | 110 |
|
|
2018
Q3 | $409K | Buy |
+8,672
| New | +$409K | 0.16% | 127 |
|