SouthState Corp’s Xcel Energy XEL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Sell	4,483 -106	-2%	-$7.22K	0.01%	309
2025 Q1	$325K	Buy	4,589 +207	+5%	+$14.7K	0.01%	301
2024 Q4	$296K	Buy	4,382 +219	+5%	+$14.8K	0.02%	241
2024 Q3	$272K	Sell	4,163 -105	-2%	-$6.86K	0.02%	238
2024 Q2	$228K	Hold	4,268	–	–	0.02%	249
2024 Q1	$229K	Hold	4,268	–	–	0.02%	238
2023 Q4	$264K	Hold	4,268	–	–	0.02%	227
2023 Q3	$244K	Hold	4,268	–	–	0.02%	225
2023 Q2	$265K	Hold	4,268	–	–	0.02%	225
2023 Q1	$288K	Hold	4,268	–	–	0.03%	224
2022 Q4	$299K	Sell	4,268 -220	-5%	-$15.4K	0.03%	225
2022 Q3	$287K	Hold	4,488	–	–	0.03%	226
2022 Q2	$318K	Hold	4,488	–	–	0.03%	220
2022 Q1	$324K	Hold	4,488	–	–	0.03%	237
2021 Q4	$304K	Buy	4,488 +1,124	+33%	+$76.1K	0.02%	232
2021 Q3	$210K	Hold	3,364	–	–	0.02%	248
2021 Q2	$222K	Hold	3,364	–	–	0.02%	247
2021 Q1	$224K	Hold	3,364	–	–	0.02%	241
2020 Q4	$224K	Hold	3,364	–	–	0.02%	233
2020 Q3	$232K	Hold	3,364	–	–	0.02%	225
2020 Q2	$210K	Sell	3,364 -22	-0.6%	-$1.37K	0.03%	220
2020 Q1	$204K	Hold	3,386	–	–	0.03%	208
2019 Q4	$215K	Hold	3,386	–	–	0.02%	230
2019 Q3	$220K	Sell	3,386 -53	-2%	-$3.44K	0.03%	224
2019 Q2	$205K	Buy	+3,439	New	+$205K	0.02%	238
2018 Q1	–	Sell	-4,212	Closed	-$203K	–	304
2017 Q4	$203K	Buy	+4,212	New	+$203K	0.02%	298
2017 Q3	–	Sell	-4,942	Closed	-$227K	–	265
2017 Q2	$227K	Sell	4,942 -290	-6%	-$13.3K	0.03%	236
2017 Q1	$233K	Sell	5,232 -700	-12%	-$31.2K	0.03%	228
2016 Q4	$241K	Hold	5,932	–	–	0.03%	214
2016 Q3	$244K	Hold	5,932	–	–	0.04%	210
2016 Q2	$266K	Hold	5,932	–	–	0.04%	196
2016 Q1	$248K	Buy	+5,932	New	+$248K	0.04%	192