White Pine Capital’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 | $1.38M | Sell |
20,305
-116
| -0.6% | -$7.9K | 0.44% | 65 |
|
2025
Q1 | $1.45M | Sell |
20,421
-60
| -0.3% | -$4.25K | 0.5% | 62 |
|
2024
Q4 | $1.38M | Buy |
20,481
+31
| +0.2% | +$2.09K | 0.47% | 69 |
|
2024
Q3 | $1.34M | Buy |
20,450
+650
| +3% | +$42.4K | 0.46% | 67 |
|
2024
Q2 | $1.06M | Sell |
19,800
-30
| -0.2% | -$1.6K | 0.4% | 70 |
|
2024
Q1 | $1.07M | Sell |
19,830
-435
| -2% | -$23.4K | 0.41% | 79 |
|
2023
Q4 | $1.25M | Sell |
20,265
-2,919
| -13% | -$181K | 0.48% | 64 |
|
2023
Q3 | $1.33M | Sell |
23,184
-328
| -1% | -$18.8K | 0.53% | 57 |
|
2023
Q2 | $1.46M | Sell |
23,512
-1,459
| -6% | -$90.7K | 0.55% | 61 |
|
2023
Q1 | $1.68M | Sell |
24,971
-999
| -4% | -$67.4K | 0.65% | 51 |
|
2022
Q4 | $1.82M | Buy |
25,970
+1,825
| +8% | +$128K | 0.71% | 46 |
|
2022
Q3 | $1.55M | Hold |
24,145
| – | – | 0.64% | 50 |
|
2022
Q2 | $1.71M | Sell |
24,145
-1,325
| -5% | -$93.8K | 0.67% | 43 |
|
2022
Q1 | $1.84M | Buy |
25,470
+1,895
| +8% | +$137K | 0.57% | 56 |
|
2021
Q4 | $1.6M | Sell |
23,575
-601
| -2% | -$40.7K | 0.47% | 68 |
|
2021
Q3 | $1.51M | Sell |
24,176
-200
| -0.8% | -$12.5K | 0.46% | 72 |
|
2021
Q2 | $1.66M | Buy |
24,376
+150
| +0.6% | +$10.2K | 0.5% | 66 |
|
2021
Q1 | $1.61M | Sell |
24,226
-30
| -0.1% | -$2K | 0.51% | 69 |
|
2020
Q4 | $1.62M | Sell |
24,256
-600
| -2% | -$40K | 0.57% | 47 |
|
2020
Q3 | $1.72M | Hold |
24,856
| – | – | 0.7% | 37 |
|
2020
Q2 | $1.55M | Buy |
24,856
+100
| +0.4% | +$6.25K | 0.66% | 42 |
|
2020
Q1 | $1.49M | Hold |
24,756
| – | – | 0.76% | 36 |
|
2019
Q4 | $1.57M | Sell |
24,756
-1,600
| -6% | -$102K | 0.61% | 45 |
|
2019
Q3 | $1.71M | Sell |
26,356
-33
| -0.1% | -$2.14K | 0.64% | 41 |
|
2019
Q2 | $1.57M | Hold |
26,389
| – | – | 0.59% | 48 |
|
2019
Q1 | $1.48M | Sell |
26,389
-600
| -2% | -$33.7K | 0.55% | 51 |
|
2018
Q4 | $1.33M | Sell |
26,989
-75
| -0.3% | -$3.7K | 0.55% | 49 |
|
2018
Q3 | $1.28M | Sell |
27,064
-50
| -0.2% | -$2.36K | 0.45% | 66 |
|
2018
Q2 | $1.24M | Sell |
27,114
-1,400
| -5% | -$64K | 0.44% | 71 |
|
2018
Q1 | $1.3M | Sell |
28,514
-2,130
| -7% | -$96.9K | 0.48% | 56 |
|
2017
Q4 | $1.47M | Hold |
30,644
| – | – | 0.54% | 48 |
|
2017
Q3 | $1.45K | Sell |
30,644
-675
| -2% | -$32 | ﹤0.01% | 58 |
|
2017
Q2 | $1.44M | Sell |
31,319
-625
| -2% | -$28.7K | 0.57% | 45 |
|
2017
Q1 | $1.42M | Buy |
31,944
+235
| +0.7% | +$10.4K | 0.58% | 44 |
|
2016
Q4 | $1.29M | Hold |
31,709
| – | – | 0.55% | 49 |
|
2016
Q3 | $1.31M | Sell |
31,709
-500
| -2% | -$20.6K | 0.56% | 43 |
|
2016
Q2 | $1.44M | Sell |
32,209
-300
| -0.9% | -$13.4K | 0.61% | 39 |
|
2016
Q1 | $1.36M | Sell |
32,509
-67
| -0.2% | -$2.8K | 0.58% | 46 |
|
2015
Q4 | $1.17M | Sell |
32,576
-293
| -0.9% | -$10.5K | 0.52% | 50 |
|
2015
Q3 | $1.16M | Sell |
32,869
-50
| -0.2% | -$1.77K | 0.54% | 46 |
|
2015
Q2 | $1.06M | Sell |
32,919
-7,950
| -19% | -$256K | 0.45% | 66 |
|
2015
Q1 | $1.42M | Sell |
40,869
-7,750
| -16% | -$270K | 0.58% | 51 |
|
2014
Q4 | $1.75M | Sell |
48,619
-800
| -2% | -$28.7K | 0.59% | 50 |
|
2014
Q3 | $1.5M | Hold |
49,419
| – | – | 0.51% | 62 |
|
2014
Q2 | $1.59M | Sell |
49,419
-2,100
| -4% | -$67.7K | 0.55% | 58 |
|
2014
Q1 | $1.56M | Buy |
51,519
+200
| +0.4% | +$6.07K | 0.54% | 62 |
|
2013
Q4 | $1.43M | Sell |
51,319
-9,157
| -15% | -$256K | 0.5% | 61 |
|
2013
Q3 | $1.67M | Sell |
60,476
-2,650
| -4% | -$73.2K | 0.58% | 58 |
|
2013
Q2 | $1.79M | Buy |
+63,126
| New | +$1.79M | 0.62% | 53 |
|