Tortoise Investment Management’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
Q4
Sell
2025
Q3
$4.52K Sell
2025
Q2
$3.88K Buy
2024
Q3
Sell
2024
Q2
$2.35K Hold
2024
Q1
$2.37K Buy
2023
Q4
$2.41K Hold
2023
Q3
$2.23K Hold
2023
Q2
$2.42K Hold
2023
Q1
$2.63K Hold
2022
Q4
$2.73K Hold
2022
Q3
$2K Sell
2022
Q2
$5K Buy