Thompson Investment Management’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 | $510K | Sell |
7,489
-600
| -7% | -$40.9K | 0.07% | 130 |
|
|
2025
Q1 | $573K | Sell |
8,089
-2,910
| -26% | -$206K | 0.09% | 121 |
|
|
2024
Q4 | $743K | Sell |
10,999
-500
| -4% | -$33.8K | 0.11% | 113 |
|
|
2024
Q3 | $751K | Buy |
11,499
+600
| +6% | +$39.2K | 0.11% | 105 |
|
|
2024
Q2 | $582K | Hold |
10,899
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $586K | Hold |
10,899
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $675K | Hold |
10,899
| – | – | 0.11% | 110 |
|
|
2023
Q3 | $624K | Hold |
10,899
| – | – | 0.11% | 110 |
|
|
2023
Q2 | $678K | Sell |
10,899
-700
| -6% | -$43.5K | 0.11% | 115 |
|
|
2023
Q1 | $782K | Buy |
11,599
+200
| +2% | +$13.5K | 0.13% | 105 |
|
|
2022
Q4 | $799K | Buy |
11,399
+5,900
| +107% | +$414K | 0.15% | 107 |
|
|
2022
Q3 | $352K | Buy |
5,499
+2,000
| +57% | +$128K | 0.07% | 154 |
|
|
2022
Q2 | $248K | Hold |
3,499
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $253K | Hold |
3,499
| – | – | 0.04% | 179 |
|
|
2021
Q4 | $237K | Hold |
3,499
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $219K | Hold |
3,499
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $231K | Hold |
3,499
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $233K | Hold |
3,499
| – | – | 0.04% | 187 |
|
|
2020
Q4 | $233K | Hold |
3,499
| – | – | 0.04% | 174 |
|
|
2020
Q3 | $241K | Hold |
3,499
| – | – | 0.05% | 168 |
|
|
2020
Q2 | $219K | Hold |
3,499
| – | – | 0.04% | 170 |
|
|
2020
Q1 | $211K | Sell |
3,499
-1,050
| -23% | -$63.3K | 0.05% | 161 |
|
|
2019
Q4 | $289K | Sell |
4,549
-900
| -17% | -$57.2K | 0.05% | 162 |
|
|
2019
Q3 | $354K | Sell |
5,449
-335
| -6% | -$21.8K | 0.07% | 145 |
|
|
2019
Q2 | $344K | Sell |
5,784
-220
| -4% | -$13.1K | 0.07% | 149 |
|
|
2019
Q1 | $337K | Buy |
6,004
+395
| +7% | +$22.2K | 0.06% | 152 |
|
|
2018
Q4 | $276K | Buy |
+5,609
| New | +$276K | 0.06% | 144 |
|