Townsend & Associates’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
Q3 | $689K | Hold |
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|
2025
Q2 | $617K | Buy |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.61M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.24M | Buy |
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