RSVP
Ramsay Stattman Vela & Price’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
4,070
| – | – | 0.05% | 73 |
|
|
2025
Q1 | $288K | Hold |
4,070
| – | – | 0.05% | 72 |
|
|
2024
Q4 | $275K | Hold |
4,070
| – | – | 0.05% | 70 |
|
|
2024
Q3 | $266K | Sell |
4,070
-313
| -7% | -$20.4K | 0.05% | 71 |
|
|
2024
Q2 | $234K | Hold |
4,383
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $236K | Hold |
4,383
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $271K | Sell |
4,383
-850
| -16% | -$52.6K | 0.06% | 75 |
|
|
2023
Q3 | $299K | Hold |
5,233
| – | – | 0.06% | 74 |
|
|
2023
Q2 | $325K | Hold |
5,233
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $353K | Hold |
5,233
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $367K | Hold |
5,233
| – | – | 0.08% | 78 |
|
|
2022
Q3 | $335K | Hold |
5,233
| – | – | 0.08% | 76 |
|
|
2022
Q2 | $370K | Buy |
5,233
+1,200
| +30% | +$84.8K | 0.08% | 85 |
|
|
2022
Q1 | $291K | Sell |
4,033
-540
| -12% | -$39K | 0.06% | 86 |
|
|
2021
Q4 | $310K | Hold |
4,573
| – | – | 0.07% | 62 |
|
|
2021
Q3 | $286K | Sell |
4,573
-570
| -11% | -$35.6K | 0.07% | 63 |
|
|
2021
Q2 | $339K | Hold |
5,143
| – | – | 0.08% | 61 |
|
|
2021
Q1 | $342K | Buy |
+5,143
| New | +$342K | 0.09% | 60 |
|