Private Trust Company’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 | $392K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $167K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $446K | Sell |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $258K | Sell |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $218K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Sell |
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|
2014
Q2 | $16K | Hold |
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|
2014
Q1 | $15K | Sell |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $23K | Hold |
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|
2013
Q2 | $24K | Buy |
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