Welch Group’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
Q3 | $426K | Buy |
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|
2025
Q2 | $340K | Hold |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $337K | Hold |
|
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|
2024
Q3 | $326K | Buy |
|
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|
2024
Q2 | $235K | Hold |
|
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|
2024
Q1 | $237K | Hold |
|
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $266K | Sell |
|
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|
2023
Q2 | $497K | Hold |
|
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|
2023
Q1 | $539K | Hold |
|
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|
2022
Q4 | $560K | Hold |
|
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|
2022
Q3 | $511K | Hold |
|
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|
2022
Q2 | $565K | Hold |
|
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|
2022
Q1 | $577K | Hold |
|
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|
2021
Q4 | $541K | Hold |
|
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|
2021
Q3 | $499K | Hold |
|
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|
2021
Q2 | $526K | Sell |
|
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|
2021
Q1 | $548K | Hold |
|
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|
2020
Q4 | $549K | Hold |
|
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|
2020
Q3 | $569K | Hold |
|
|||||
|
2020
Q2 | $515K | Hold |
|
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|
2020
Q1 | $497K | Hold |
|
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|
2019
Q4 | $523K | Hold |
|
|||||
|
2019
Q3 | $535K | Hold |
|
|||||
|
2019
Q2 | $490K | Hold |
|
|||||
|
2019
Q1 | $463K | Hold |
|
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|
2018
Q4 | $406K | Hold |
|
|||||
|
2018
Q3 | $389 | Hold |
|
|||||
|
2018
Q2 | $376K | Hold |
|
|||||
|
2018
Q1 | $375K | Buy |
|
|||||
|
2017
Q4 | $380K | Buy |
|
|||||
|
2017
Q3 | $367K | Hold |
|
|||||
|
2017
Q2 | $356K | Hold |
|
|||||
|
2017
Q1 | $344K | Hold |
|
|||||
|
2016
Q4 | $315K | Hold |
|
|||||
|
2016
Q3 | $319K | Sell |
|
|||||
|
2016
Q2 | $379K | Hold |
|
|||||
|
2016
Q1 | $354K | Hold |
|
|||||
|
2015
Q4 | $304K | Hold |
|
|||||
|
2015
Q3 | $300K | Hold |
|
|||||
|
2015
Q2 | $272K | Hold |
|
|||||
|
2015
Q1 | $295 | Hold |
|
|||||
|
2014
Q4 | $304K | Hold |
|
|||||
|
2014
Q3 | $257K | Hold |
|
|||||
|
2014
Q2 | $273K | Hold |
|
|||||
|
2014
Q1 | $257K | Hold |
|
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|
2013
Q4 | $236K | Hold |
|
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|
2013
Q3 | $234K | Hold |
|
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|
2013
Q2 | $240K | Buy |
|