TC
Trust Company’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
2,882
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $204K | Hold |
2,882
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $195K | Hold |
2,882
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $188K | Hold |
2,882
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $154K | Hold |
2,882
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $155K | Hold |
2,882
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $178K | Sell |
2,882
-2,328
| -45% | -$144K | 0.02% | 130 |
|
|
2023
Q3 | $298K | Hold |
5,210
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $324K | Buy |
5,210
+2,328
| +81% | +$145K | 0.05% | 117 |
|
|
2023
Q1 | $194K | Hold |
2,882
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $202K | Hold |
2,882
| – | – | 0.03% | 135 |
|
|
2022
Q3 | $184K | Hold |
2,882
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $204K | Hold |
2,882
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $208K | Hold |
2,882
| – | – | 0.04% | 131 |
|
|
2021
Q4 | $195K | Hold |
2,882
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $180K | Hold |
2,882
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $190K | Hold |
2,882
| – | – | 0.13% | 103 |
|
|
2021
Q1 | $192K | Hold |
2,882
| – | – | 0.14% | 110 |
|
|
2020
Q4 | $192K | Hold |
2,882
| – | – | 0.15% | 107 |
|
|
2020
Q3 | $199K | Buy |
+2,882
| New | +$199K | 0.17% | 104 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$8K | – | 367 |
|
|
2016
Q4 | $8K | Sell |
200
-89
| -31% | -$3.56K | ﹤0.01% | 304 |
|
|
2016
Q3 | $12K | Buy |
289
+89
| +45% | +$3.7K | 0.01% | 287 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 297 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 292 |
|
|
2015
Q4 | $7.18K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
|
2015
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2015
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 252 |
|