Stonebridge Capital Advisors’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 | $524K | Sell |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $670K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $691K | Buy |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $668K | Hold |
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|
2020
Q2 | $605K | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $654K | Sell |
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|
2019
Q2 | $657K | Sell |
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|
2019
Q1 | $645K | Sell |
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|
2018
Q4 | $654K | Sell |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $635K | Buy |
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|
2018
Q1 | $632K | Sell |
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|
2017
Q4 | $676K | Buy |
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|
2017
Q3 | $642K | Sell |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | $610K | Buy |
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|
2016
Q4 | $445K | Buy |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | $488K | Sell |
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|
2016
Q1 | $459K | Buy |
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|
2015
Q4 | $392K | Buy |
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|
2015
Q3 | $385K | Sell |
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|
2015
Q2 | $459K | Buy |
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|
2015
Q1 | $495K | Buy |
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|
2014
Q4 | $499K | Sell |
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|
2014
Q3 | $461K | Buy |
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|
2014
Q2 | $465K | Sell |
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|
2014
Q1 | $443K | Buy |
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|
2013
Q4 | $374K | Buy |
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