Washington Trust Advisors’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 | $70.1K | Hold |
1,030
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $72.9K | Hold |
1,030
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $69.5K | Hold |
1,030
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $67.3K | Hold |
1,030
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $55K | Hold |
1,030
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $55.4K | Hold |
1,030
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $63.8K | Hold |
1,030
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $58.9K | Hold |
1,030
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $64K | Sell |
1,030
-119
| -10% | -$7.4K | 0.01% | 272 |
|
|
2023
Q1 | $77.5K | Hold |
1,149
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $80.6K | Buy |
1,149
+7
| +0.6% | +$491 | 0.01% | 271 |
|
|
2022
Q3 | $73K | Buy |
1,142
+4
| +0.4% | +$256 | 0.01% | 330 |
|
|
2022
Q2 | $81K | Buy |
1,138
+6
| +0.5% | +$427 | 0.01% | 325 |
|
|
2022
Q1 | $81K | Hold |
1,132
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $77K | Buy |
+1,132
| New | +$77K | 0.01% | 403 |
|