PAM
Palisade Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
84,463
-3,125
| -4% | -$213K | 0.57% | 46 |
|
|
2025
Q1 | $6.2M | Hold |
87,588
| – | – | 0.64% | 44 |
|
|
2024
Q4 | $5.91M | Buy |
87,588
+342
| +0.4% | +$23.1K | 0.6% | 46 |
|
|
2024
Q3 | $5.7M | Sell |
87,246
-1,300
| -1% | -$84.9K | 0.56% | 48 |
|
|
2024
Q2 | $4.73M | Sell |
88,546
-7,490
| -8% | -$400K | 0.49% | 53 |
|
|
2024
Q1 | $5.16M | Sell |
96,036
-7,275
| -7% | -$391K | 0.5% | 53 |
|
|
2023
Q4 | $6.4M | Sell |
103,311
-318
| -0.3% | -$19.7K | 0.7% | 46 |
|
|
2023
Q3 | $5.93M | Buy |
103,629
+243
| +0.2% | +$13.9K | 0.72% | 46 |
|
|
2023
Q2 | $6.43M | Buy |
103,386
+3,575
| +4% | +$222K | 0.75% | 44 |
|
|
2023
Q1 | $6.73M | Sell |
99,811
-45
| -0% | -$3.04K | 0.82% | 44 |
|
|
2022
Q4 | $7M | Buy |
99,856
+395
| +0.4% | +$27.7K | 0.8% | 42 |
|
|
2022
Q3 | $6.37M | Buy |
99,461
+170
| +0.2% | +$10.9K | 0.87% | 44 |
|
|
2022
Q2 | $7.03M | Buy |
99,291
+1,185
| +1% | +$83.9K | 0.9% | 42 |
|
|
2022
Q1 | $7.08M | Buy |
98,106
+4,755
| +5% | +$343K | 0.81% | 44 |
|
|
2021
Q4 | $6.32M | Sell |
93,351
-5,250
| -5% | -$355K | 0.71% | 49 |
|
|
2021
Q3 | $6.16M | Buy |
98,601
+865
| +0.9% | +$54.1K | 0.75% | 47 |
|
|
2021
Q2 | $6.44M | Buy |
97,736
+430
| +0.4% | +$28.3K | 0.76% | 48 |
|
|
2021
Q1 | $6.47M | Sell |
97,306
-1,630
| -2% | -$108K | 0.83% | 44 |
|
|
2020
Q4 | $6.6M | Buy |
98,936
+2,060
| +2% | +$137K | 0.9% | 40 |
|
|
2020
Q3 | $6.69M | Sell |
96,876
-1,085
| -1% | -$74.9K | 1.01% | 34 |
|
|
2020
Q2 | $6.12M | Buy |
97,961
+2,039
| +2% | +$127K | 0.98% | 37 |
|
|
2020
Q1 | $5.78M | Buy |
95,922
+400
| +0.4% | +$24.1K | 1.05% | 35 |
|
|
2019
Q4 | $6.07M | Buy |
95,522
+565
| +0.6% | +$35.9K | 0.89% | 44 |
|
|
2019
Q3 | $6.16M | Sell |
94,957
-19
| -0% | -$1.23K | 0.94% | 43 |
|
|
2019
Q2 | $5.65M | Sell |
94,976
-100
| -0.1% | -$5.95K | 0.88% | 44 |
|
|
2019
Q1 | $5.34M | Sell |
95,076
-1,832
| -2% | -$103K | 0.85% | 44 |
|
|
2018
Q4 | $4.78M | Buy |
96,908
+7,719
| +9% | +$380K | 0.7% | 44 |
|
|
2018
Q3 | $4.21M | Buy |
89,189
+880
| +1% | +$41.5K | 0.56% | 49 |
|
|
2018
Q2 | $4.03M | Buy |
88,309
+10,360
| +13% | +$473K | 0.58% | 46 |
|
|
2018
Q1 | $3.55M | Buy |
77,949
+19,050
| +32% | +$866K | 0.54% | 51 |
|
|
2017
Q4 | $2.83M | Hold |
58,899
| – | – | 0.45% | 56 |
|
|
2017
Q3 | $2.79M | Sell |
58,899
-700
| -1% | -$33.1K | 0.51% | 53 |
|
|
2017
Q2 | $2.73M | Sell |
59,599
-5,100
| -8% | -$234K | 0.54% | 51 |
|
|
2017
Q1 | $2.88M | Sell |
64,699
-200
| -0.3% | -$8.89K | 0.53% | 46 |
|
|
2016
Q4 | $2.64M | Buy |
64,899
+5,100
| +9% | +$208K | 0.51% | 49 |
|
|
2016
Q3 | $2.46M | Buy |
59,799
+1,000
| +2% | +$41.1K | 0.46% | 51 |
|
|
2016
Q2 | $2.63M | Sell |
58,799
-3,900
| -6% | -$175K | 0.5% | 52 |
|
|
2016
Q1 | $2.62M | Hold |
62,699
| – | – | 0.51% | 49 |
|
|
2015
Q4 | $2.25M | Hold |
62,699
| – | – | 0.48% | 48 |
|
|
2015
Q3 | $2.22M | Sell |
62,699
-500
| -0.8% | -$17.7K | 0.5% | 49 |
|
|
2015
Q2 | $2.03M | Sell |
63,199
-60
| -0.1% | -$1.93K | 0.4% | 57 |
|
|
2015
Q1 | $2.2M | Hold |
63,259
| – | – | 0.43% | 54 |
|
|
2014
Q4 | $2.27M | Sell |
63,259
-160
| -0.3% | -$5.75K | 0.45% | 51 |
|
|
2014
Q3 | $1.93M | Buy |
63,419
+2,100
| +3% | +$63.8K | 0.4% | 54 |
|
|
2014
Q2 | $1.98M | Buy |
61,319
+300
| +0.5% | +$9.67K | 0.41% | 53 |
|
|
2014
Q1 | $1.85M | Buy |
61,019
+1,700
| +3% | +$51.6K | 0.41% | 53 |
|
|
2013
Q4 | $1.66M | Buy |
59,319
+7,126
| +14% | +$199K | 0.38% | 58 |
|
|
2013
Q3 | $1.44M | Buy |
52,193
+600
| +1% | +$16.6K | 0.37% | 59 |
|
|
2013
Q2 | $1.46M | Buy |
+51,593
| New | +$1.46M | 0.37% | 60 |
|