Riverview Trust Company’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 | $135K | Sell |
1,988
-345
| -15% | -$23.5K | 0.17% | 80 |
|
|
2025
Q1 | $165K | Sell |
2,333
-15
| -0.6% | -$1.06K | 0.16% | 112 |
|
|
2024
Q4 | $159K | Hold |
2,348
| – | – | 0.14% | 113 |
|
|
2024
Q3 | $153K | Buy |
2,348
+15
| +0.6% | +$979 | 0.13% | 114 |
|
|
2024
Q2 | $125K | Hold |
2,333
| – | – | 0.12% | 128 |
|
|
2024
Q1 | $125K | Buy |
+2,333
| New | +$125K | 0.1% | 141 |
|
|
2023
Q4 | – | Sell |
-2,333
| Closed | -$133K | – | 648 |
|
|
2023
Q3 | $133K | Sell |
2,333
-210
| -8% | -$12K | 0.12% | 123 |
|
|
2023
Q2 | $158K | Hold |
2,543
| – | – | 0.14% | 101 |
|
|
2023
Q1 | $172K | Buy |
2,543
+210
| +9% | +$14.2K | 0.16% | 96 |
|
|
2022
Q4 | $164K | Sell |
2,333
-480
| -17% | -$33.7K | 0.16% | 107 |
|
|
2022
Q3 | $180K | Hold |
2,813
| – | – | 0.17% | 96 |
|
|
2022
Q2 | $199K | Hold |
2,813
| – | – | 0.17% | 98 |
|
|
2022
Q1 | $203K | Buy |
2,813
+480
| +21% | +$34.6K | 0.15% | 102 |
|
|
2021
Q4 | $158 | Hold |
2,333
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $146K | Hold |
2,333
| – | – | 0.15% | 96 |
|
|
2021
Q2 | $154K | Hold |
2,333
| – | – | 0.16% | 94 |
|
|
2021
Q1 | $155K | Hold |
2,333
| – | – | 0.17% | 92 |
|
|
2020
Q4 | $156K | Sell |
2,333
-1,281
| -35% | -$85.7K | 0.17% | 89 |
|
|
2020
Q3 | $249K | Sell |
3,614
-2,025
| -36% | -$140K | 0.29% | 65 |
|
|
2020
Q2 | $352K | Hold |
5,639
| – | – | 0.34% | 58 |
|
|
2020
Q1 | $340K | Sell |
5,639
-910
| -14% | -$54.9K | 0.33% | 55 |
|
|
2019
Q4 | $416K | Sell |
6,549
-44
| -0.7% | -$2.8K | 0.28% | 67 |
|
|
2019
Q3 | $428K | Sell |
6,593
-23
| -0.3% | -$1.49K | 0.3% | 65 |
|
|
2019
Q2 | $394K | Hold |
6,616
| – | – | 0.28% | 69 |
|
|
2019
Q1 | $372K | Hold |
6,616
| – | – | 0.28% | 70 |
|
|
2018
Q4 | $326K | Buy |
+6,616
| New | +$326K | 0.26% | 70 |
|