Ramsay Stattman Vela & Price’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 | $277K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $266K | Sell |
|
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $236K | Hold |
|
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $353K | Hold |
|
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $342K | Buy |
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