Tortoise 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
$17.8M Buy
2025
Q1
$2.16M Buy
2024
Q4
Sell
2024
Q3
$11.4M Sell
2024
Q2
$9.3M Sell
2024
Q1
$9.55M Sell
2023
Q4
$29.1M Buy
2023
Q3
$25.2M Hold
2023
Q2
$27.4M Buy
2023
Q1
$28.6M Buy
2022
Q4
$27.2M Buy
2022
Q3
$24.3M Hold
2022
Q2
$26.9M Buy
2022
Q1
$195K Sell
2021
Q4
$366K Buy
2021
Q3
$169K Sell
2021
Q2
$179K Hold
2021
Q1
$180K Buy
2020
Q4
$179K Sell
2020
Q3
$5.63M Buy