Welch Group’s Xcel Energy XEL Stock Holding History

Welch Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Hold	4,989	–	–	0.01%	198
2025 Q1	$348K	Hold	4,989	–	–	0.02%	185
2024 Q4	$337K	Hold	4,989	–	–	0.02%	190
2024 Q3	$326K	Buy	4,989 +589	+13%	+$38.5K	0.01%	195
2024 Q2	$235K	Hold	4,400	–	–	0.01%	224
2024 Q1	$237K	Hold	4,400	–	–	0.01%	198
2023 Q4	$272K	Sell	4,400 -250	-5%	-$15.5K	0.01%	186
2023 Q3	$266K	Sell	4,650 -3,340	-42%	-$191K	0.02%	169
2023 Q2	$497K	Hold	7,990	–	–	0.03%	108
2023 Q1	$539K	Hold	7,990	–	–	0.03%	107
2022 Q4	$560K	Hold	7,990	–	–	0.03%	108
2022 Q3	$511K	Hold	7,990	–	–	0.03%	97
2022 Q2	$565K	Hold	7,990	–	–	0.03%	98
2022 Q1	$577K	Hold	7,990	–	–	0.03%	109
2021 Q4	$541K	Hold	7,990	–	–	0.03%	120
2021 Q3	$499K	Hold	7,990	–	–	0.03%	110
2021 Q2	$526K	Sell	7,990 -250	-3%	-$16.5K	0.04%	103
2021 Q1	$548K	Hold	8,240	–	–	0.04%	101
2020 Q4	$549K	Hold	8,240	–	–	0.04%	92
2020 Q3	$569K	Hold	8,240	–	–	0.05%	85
2020 Q2	$515K	Hold	8,240	–	–	0.05%	81
2020 Q1	$497K	Hold	8,240	–	–	0.05%	79
2019 Q4	$523K	Hold	8,240	–	–	0.05%	75
2019 Q3	$535K	Hold	8,240	–	–	0.06%	72
2019 Q2	$490K	Hold	8,240	–	–	0.05%	71
2019 Q1	$463K	Hold	8,240	–	–	0.05%	73
2018 Q4	$406K	Hold	8,240	–	–	0.05%	75
2018 Q3	$389	Hold	8,240	–	–	0.04%	85
2018 Q2	$376K	Hold	8,240	–	–	0.05%	80
2018 Q1	$375K	Buy	8,240 +350	+4%	+$15.9K	0.05%	80
2017 Q4	$380K	Buy	7,890 +140	+2%	+$6.74K	0.06%	77
2017 Q3	$367K	Hold	7,750	–	–	0.06%	73
2017 Q2	$356K	Hold	7,750	–	–	0.06%	94
2017 Q1	$344K	Hold	7,750	–	–	0.06%	68
2016 Q4	$315K	Hold	7,750	–	–	0.06%	70
2016 Q3	$319K	Sell	7,750 -713	-8%	-$29.3K	0.06%	77
2016 Q2	$379K	Hold	8,463	–	–	0.08%	60
2016 Q1	$354K	Hold	8,463	–	–	0.06%	74
2015 Q4	$304K	Hold	8,463	–	–	0.05%	80
2015 Q3	$300K	Hold	8,463	–	–	0.06%	75
2015 Q2	$272K	Hold	8,463	–	–	0.05%	86
2015 Q1	$295	Hold	8,463	–	–	0.05%	79
2014 Q4	$304K	Hold	8,463	–	–	0.06%	77
2014 Q3	$257K	Hold	8,463	–	–	0.05%	80
2014 Q2	$273K	Hold	8,463	–	–	0.06%	82
2014 Q1	$257K	Hold	8,463	–	–	0.06%	75
2013 Q4	$236K	Hold	8,463	–	–	0.05%	87
2013 Q3	$234K	Hold	8,463	–	–	0.06%	83
2013 Q2	$240K	Buy	+8,463	New	+$240K	0.06%	77