Peak Asset Management’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	$265K	Hold	3,896	–	–	0.05%	129
2025 Q1	$276K	Hold	3,896	–	–	0.05%	119
2024 Q4	$263K	Hold	3,896	–	–	0.05%	128
2024 Q3	$254K	Hold	3,896	–	–	0.05%	130
2024 Q2	$208K	Hold	3,896	–	–	0.04%	142
2024 Q1	$209K	Hold	3,896	–	–	0.04%	139
2023 Q4	$241K	Hold	3,896	–	–	0.05%	128
2023 Q3	$223K	Sell	3,896 -137	-3%	-$7.84K	0.05%	129
2023 Q2	$251K	Sell	4,033 -855	-17%	-$53.2K	0.06%	125
2023 Q1	$330K	Buy	4,888 +137	+3%	+$9.24K	0.08%	109
2022 Q4	$333K	Sell	4,751 -360	-7%	-$25.2K	0.09%	103
2022 Q3	$327K	Hold	5,111	–	–	0.09%	103
2022 Q2	$362K	Hold	5,111	–	–	0.1%	102
2022 Q1	$369K	Sell	5,111 -145	-3%	-$10.5K	0.09%	98
2021 Q4	$356K	Hold	5,256	–	–	0.08%	108
2021 Q3	$329K	Hold	5,256	–	–	0.08%	110
2021 Q2	$346K	Hold	5,256	–	–	0.09%	109
2021 Q1	$350K	Hold	5,256	–	–	0.08%	115
2020 Q4	$350K	Hold	5,256	–	–	0.09%	106
2020 Q3	$363K	Buy	5,256 +1,000	+23%	+$69.1K	0.11%	96
2020 Q2	$266K	Hold	4,256	–	–	0.08%	102
2020 Q1	$257K	Hold	4,256	–	–	0.1%	92
2019 Q4	$270K	Hold	4,256	–	–	0.08%	104
2019 Q3	$276K	Hold	4,256	–	–	0.09%	100
2019 Q2	$253K	Hold	4,256	–	–	0.08%	111
2019 Q1	$239K	Hold	4,256	–	–	0.08%	116
2018 Q4	$210K	Hold	4,256	–	–	0.08%	118
2018 Q3	$201K	Buy	+4,256	New	+$201K	0.07%	125
2018 Q1	–	Sell	-4,256	Closed	-$205K	–	134
2017 Q4	$205K	Hold	4,256	–	–	0.08%	121
2017 Q3	$201K	Buy	+4,256	New	+$201K	0.07%	139
2015 Q4	–	Sell	-8,544	Closed	-$303K	–	133
2015 Q3	$303K	Buy	+8,544	New	+$303K	0.16%	91