Trust Company of Vermont’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 | $27K | Hold |
396
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $28K | Sell |
396
-1,080
| -73% | -$76.5K | ﹤0.01% | 613 |
|
|
2024
Q4 | $99.7K | Buy |
1,476
+395
| +37% | +$26.7K | ﹤0.01% | 426 |
|
|
2024
Q3 | $70.6K | Sell |
1,081
-147
| -12% | -$9.6K | ﹤0.01% | 468 |
|
|
2024
Q2 | $65.6K | Sell |
1,228
-127
| -9% | -$6.78K | ﹤0.01% | 456 |
|
|
2024
Q1 | $72.8K | Hold |
1,355
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $83.9K | Buy |
1,355
+147
| +12% | +$9.1K | 0.01% | 371 |
|
|
2023
Q3 | $69.1K | Hold |
1,208
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $75.1K | Hold |
1,208
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $81.5K | Hold |
1,208
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $84.7K | Buy |
1,208
+80
| +7% | +$5.61K | 0.01% | 406 |
|
|
2022
Q3 | $72K | Sell |
1,128
-119
| -10% | -$7.6K | 0.01% | 433 |
|
|
2022
Q2 | $88K | Buy |
+1,247
| New | +$88K | 0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-1,247
| Closed | -$84K | – | 755 |
|
|
2021
Q4 | $84K | Buy |
+1,247
| New | +$84K | 0.01% | 424 |
|
|
2021
Q3 | – | Sell |
-2,815
| Closed | -$185K | – | 728 |
|
|
2021
Q2 | $185K | Hold |
2,815
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $187K | Hold |
2,815
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $188K | Hold |
2,815
| – | – | 0.02% | 302 |
|
|
2020
Q3 | $194K | Hold |
2,815
| – | – | 0.02% | 283 |
|
|
2020
Q2 | $176K | Sell |
2,815
-510
| -15% | -$31.9K | 0.02% | 291 |
|
|
2020
Q1 | $200K | Hold |
3,325
| – | – | 0.02% | 275 |
|
|
2019
Q4 | $211K | Hold |
3,325
| – | – | 0.02% | 310 |
|
|
2019
Q3 | $216K | Hold |
3,325
| – | – | 0.02% | 304 |
|
|
2019
Q2 | $198K | Hold |
3,325
| – | – | 0.02% | 316 |
|
|
2019
Q1 | $187K | Sell |
3,325
-127
| -4% | -$7.14K | 0.02% | 317 |
|
|
2018
Q4 | $170K | Sell |
3,452
-224
| -6% | -$11K | 0.02% | 315 |
|
|
2018
Q3 | $174K | Hold |
3,676
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $168K | Buy |
3,676
+478
| +15% | +$21.8K | 0.02% | 347 |
|
|
2018
Q1 | $145K | Hold |
3,198
| – | – | 0.01% | 348 |
|
|
2017
Q4 | $154K | Hold |
3,198
| – | – | 0.01% | 349 |
|
|
2017
Q3 | $151K | Hold |
3,198
| – | – | 0.02% | 348 |
|
|
2017
Q2 | $147K | Hold |
3,198
| – | – | 0.02% | 359 |
|
|
2017
Q1 | $142K | Hold |
3,198
| – | – | 0.02% | 358 |
|
|
2016
Q4 | $130K | Hold |
3,198
| – | – | 0.02% | 359 |
|
|
2016
Q3 | $132K | Hold |
3,198
| – | – | 0.02% | 313 |
|
|
2016
Q2 | $143K | Hold |
3,198
| – | – | 0.02% | 283 |
|
|
2016
Q1 | $134K | Sell |
3,198
-215
| -6% | -$9.01K | 0.02% | 286 |
|
|
2015
Q4 | $123K | Buy |
3,413
+215
| +7% | +$7.75K | 0.02% | 297 |
|
|
2015
Q3 | $113K | Sell |
3,198
-56
| -2% | -$1.98K | 0.02% | 292 |
|
|
2015
Q2 | $105K | Buy |
3,254
+56
| +2% | +$1.81K | 0.02% | 307 |
|
|
2015
Q1 | $111K | Hold |
3,198
| – | – | 0.02% | 300 |
|
|
2014
Q4 | $115K | Hold |
3,198
| – | – | 0.02% | 291 |
|
|
2014
Q3 | $97K | Hold |
3,198
| – | – | 0.01% | 308 |
|
|
2014
Q2 | $103K | Hold |
3,198
| – | – | 0.02% | 286 |
|
|
2014
Q1 | $97K | Hold |
3,198
| – | – | 0.02% | 290 |
|
|
2013
Q4 | $89K | Buy |
3,198
+120
| +4% | +$3.34K | 0.01% | 293 |
|
|
2013
Q3 | $85K | Buy |
3,078
+1,000
| +48% | +$27.6K | 0.02% | 289 |
|
|
2013
Q2 | $59K | Buy |
+2,078
| New | +$59K | 0.01% | 312 |
|