Perpetual Ltd’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 | – | Sell |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $223K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.07M | Sell |
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|
2014
Q3 | $5.21M | Sell |
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|
2014
Q2 | $6.03M | Sell |
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|
2014
Q1 | $6.08M | Sell |
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|
2013
Q4 | $5.88M | Hold |
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|
2013
Q3 | $5.82M | Sell |
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|
2013
Q2 | $6.23M | Buy |
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