Washington Trust’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 | – | Sell |
-2,265
| Closed | -$160K | – | 744 |
|
|
2025
Q1 | $160K | Sell |
2,265
-1
| -0% | -$71 | 0.01% | 272 |
|
|
2024
Q4 | $153K | Sell |
2,266
-5
| -0.2% | -$338 | 0.01% | 300 |
|
|
2024
Q3 | $148K | Sell |
2,271
-60
| -3% | -$3.92K | 0.01% | 307 |
|
|
2024
Q2 | $125K | Sell |
2,331
-52
| -2% | -$2.78K | ﹤0.01% | 323 |
|
|
2024
Q1 | $128K | Sell |
2,383
-62
| -3% | -$3.33K | ﹤0.01% | 322 |
|
|
2023
Q4 | $151K | Buy |
2,445
+117
| +5% | +$7.24K | 0.01% | 294 |
|
|
2023
Q3 | $133K | Hold |
2,328
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $145K | Sell |
2,328
-60
| -3% | -$3.73K | 0.01% | 280 |
|
|
2023
Q1 | $161K | Hold |
2,388
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $167K | Hold |
2,388
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $153K | Buy |
2,388
+59
| +3% | +$3.78K | 0.01% | 263 |
|
|
2022
Q2 | $165K | Hold |
2,329
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $168K | Sell |
2,329
-81
| -3% | -$5.84K | 0.01% | 275 |
|
|
2021
Q4 | $163K | Sell |
2,410
-949
| -28% | -$64.2K | 0.01% | 283 |
|
|
2021
Q3 | $210K | Sell |
3,359
-50
| -1% | -$3.13K | 0.01% | 307 |
|
|
2021
Q2 | $225K | Hold |
3,409
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $228K | Sell |
3,409
-175
| -5% | -$11.7K | 0.01% | 274 |
|
|
2020
Q4 | $239K | Sell |
3,584
-270
| -7% | -$18K | 0.01% | 266 |
|
|
2020
Q3 | $266K | Buy |
3,854
+928
| +32% | +$64.1K | 0.01% | 228 |
|
|
2020
Q2 | $183K | Sell |
2,926
-50
| -2% | -$3.13K | 0.01% | 244 |
|
|
2020
Q1 | $180K | Buy |
+2,976
| New | +$180K | 0.01% | 257 |
|
|
2018
Q3 | – | Sell |
-3,788
| Closed | -$173K | – | 828 |
|
|
2018
Q2 | $173K | Sell |
3,788
-2,306
| -38% | -$105K | 0.01% | 252 |
|
|
2018
Q1 | $277K | Sell |
6,094
-525
| -8% | -$23.9K | 0.02% | 184 |
|
|
2017
Q4 | $318K | Hold |
6,619
| – | – | 0.02% | 178 |
|
|
2017
Q3 | $314K | Hold |
6,619
| – | – | 0.02% | 172 |
|
|
2017
Q2 | $303K | Hold |
6,619
| – | – | 0.02% | 175 |
|
|
2017
Q1 | $294K | Hold |
6,619
| – | – | 0.02% | 172 |
|
|
2016
Q4 | $269K | Sell |
6,619
-599
| -8% | -$24.3K | 0.02% | 184 |
|
|
2016
Q3 | $297K | Sell |
7,218
-75
| -1% | -$3.09K | 0.02% | 174 |
|
|
2016
Q2 | $327K | Sell |
7,293
-675
| -8% | -$30.3K | 0.02% | 168 |
|
|
2016
Q1 | $333K | Sell |
7,968
-1,080
| -12% | -$45.1K | 0.02% | 164 |
|
|
2015
Q4 | $325K | Sell |
9,048
-80
| -0.9% | -$2.87K | 0.02% | 165 |
|
|
2015
Q3 | $323K | Sell |
9,128
-35,992
| -80% | -$1.27M | 0.02% | 161 |
|
|
2015
Q2 | $1.45M | Sell |
45,120
-155,095
| -77% | -$4.99M | 0.1% | 113 |
|
|
2015
Q1 | $6.97M | Sell |
200,215
-3,118
| -2% | -$109K | 0.46% | 74 |
|
|
2014
Q4 | $7.3M | Buy |
203,333
+2,010
| +1% | +$72.2K | 0.5% | 70 |
|
|
2014
Q3 | $6.12M | Buy |
201,323
+5,780
| +3% | +$176K | 0.45% | 75 |
|
|
2014
Q2 | $6.3M | Buy |
195,543
+7,312
| +4% | +$236K | 0.46% | 73 |
|
|
2014
Q1 | $5.72M | Buy |
188,231
+10,047
| +6% | +$305K | 0.43% | 75 |
|
|
2013
Q4 | $4.98M | Buy |
178,184
+4,811
| +3% | +$134K | 0.38% | 79 |
|
|
2013
Q3 | $4.79M | Buy |
173,373
+12,527
| +8% | +$346K | 0.38% | 77 |
|
|
2013
Q2 | $4.56M | Buy |
+160,846
| New | +$4.56M | 0.38% | 73 |
|