UMB Bank’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 | $242K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $212K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $601K | Hold |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $368 | Buy |
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|
2019
Q2 | $310 | Sell |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $256 | Hold |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $291K | Buy |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $231K | Buy |
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|
2015
Q3 | $227K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $266 | Buy |
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