SFE Investment Counsel’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 | $740K | Buy |
+10,870
| New | +$740K | 0.13% | 92 |
|
|
2017
Q2 | – | Sell |
-11,120
| Closed | -$494K | – | 115 |
|
|
2017
Q1 | $494K | Hold |
11,120
| – | – | 0.18% | 86 |
|
|
2016
Q4 | $454K | Sell |
11,120
-1,000
| -8% | -$40.8K | 0.18% | 84 |
|
|
2016
Q3 | $543K | Hold |
12,120
| – | – | 0.26% | 67 |
|
|
2016
Q2 | $543K | Hold |
12,120
| – | – | 0.25% | 68 |
|
|
2016
Q1 | $507K | Sell |
12,120
-200
| -2% | -$8.37K | 0.23% | 70 |
|
|
2015
Q4 | $442K | Hold |
12,320
| – | – | 0.21% | 72 |
|
|
2015
Q3 | $436K | Sell |
12,320
-200
| -2% | -$7.08K | 0.21% | 77 |
|
|
2015
Q2 | $403K | Hold |
12,520
| – | – | 0.16% | 82 |
|
|
2015
Q1 | $436K | Sell |
12,520
-750
| -6% | -$26.1K | 0.18% | 74 |
|
|
2014
Q4 | $477K | Hold |
13,270
| – | – | 0.2% | 70 |
|
|
2014
Q3 | $403K | Hold |
13,270
| – | – | 0.17% | 70 |
|
|
2014
Q2 | $428K | Sell |
13,270
-1,800
| -12% | -$58.1K | 0.17% | 67 |
|
|
2014
Q1 | $458K | Hold |
15,070
| – | – | 0.2% | 67 |
|
|
2013
Q4 | $421K | Sell |
15,070
-200
| -1% | -$5.59K | 0.18% | 69 |
|
|
2013
Q3 | $422K | Sell |
15,270
-900
| -6% | -$24.9K | 0.2% | 67 |
|
|
2013
Q2 | $458K | Buy |
+16,170
| New | +$458K | 0.24% | 64 |
|