WhitTier Trust Company’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 | $45.7K | Hold |
671
| – | – | ﹤0.01% | 807 |
|
|
2025
Q1 | $47.5K | Buy |
671
+91
| +16% | +$6.44K | ﹤0.01% | 784 |
|
|
2024
Q4 | $39.2K | Hold |
580
| – | – | ﹤0.01% | 801 |
|
|
2024
Q3 | $37.9K | Sell |
580
-4
| -0.7% | -$261 | ﹤0.01% | 807 |
|
|
2024
Q2 | $31.2K | Sell |
584
-1,076
| -65% | -$57.5K | ﹤0.01% | 798 |
|
|
2024
Q1 | $89.2K | Sell |
1,660
-41
| -2% | -$2.2K | ﹤0.01% | 577 |
|
|
2023
Q4 | $105K | Buy |
1,701
+831
| +96% | +$51.4K | ﹤0.01% | 558 |
|
|
2023
Q3 | $49.8K | Buy |
870
+19
| +2% | +$1.09K | ﹤0.01% | 645 |
|
|
2023
Q2 | $52.9K | Sell |
851
-800
| -48% | -$49.7K | ﹤0.01% | 659 |
|
|
2023
Q1 | $111K | Hold |
1,651
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $116K | Sell |
1,651
-12
| -0.7% | -$841 | ﹤0.01% | 531 |
|
|
2022
Q3 | $106K | Hold |
1,663
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $118K | Sell |
1,663
-88
| -5% | -$6.24K | ﹤0.01% | 527 |
|
|
2022
Q1 | $126K | Buy |
1,751
+100
| +6% | +$7.2K | ﹤0.01% | 534 |
|
|
2021
Q4 | $112K | Hold |
1,651
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $103K | Buy |
1,651
+88
| +6% | +$5.49K | ﹤0.01% | 553 |
|
|
2021
Q2 | $103K | Buy |
1,563
+183
| +13% | +$12.1K | ﹤0.01% | 542 |
|
|
2021
Q1 | $92K | Hold |
1,380
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $92K | Hold |
1,380
| – | – | ﹤0.01% | 519 |
|
|
2020
Q3 | $95K | Hold |
1,380
| – | – | 0.01% | 511 |
|
|
2020
Q2 | $86K | Hold |
1,380
| – | – | 0.01% | 502 |
|
|
2020
Q1 | $83K | Sell |
1,380
-70
| -5% | -$4.21K | 0.01% | 487 |
|
|
2019
Q4 | $92K | Buy |
1,450
+870
| +150% | +$55.2K | 0.01% | 503 |
|
|
2019
Q3 | $38K | Sell |
580
-91
| -14% | -$5.96K | ﹤0.01% | 644 |
|
|
2019
Q2 | $40K | Hold |
671
| – | – | ﹤0.01% | 629 |
|
|
2019
Q1 | $38K | Sell |
671
-1,745
| -72% | -$98.8K | ﹤0.01% | 638 |
|
|
2018
Q4 | $119K | Buy |
2,416
+91
| +4% | +$4.48K | 0.01% | 425 |
|
|
2018
Q3 | $110K | Hold |
2,325
| – | – | 0.01% | 476 |
|
|
2018
Q2 | $106K | Hold |
2,325
| – | – | 0.01% | 479 |
|
|
2018
Q1 | $106K | Hold |
2,325
| – | – | 0.01% | 478 |
|
|
2017
Q4 | $112K | Hold |
2,325
| – | – | 0.01% | 442 |
|
|
2017
Q3 | $110K | Hold |
2,325
| – | – | 0.01% | 421 |
|
|
2017
Q2 | $107K | Sell |
2,325
-3,029
| -57% | -$139K | 0.01% | 417 |
|
|
2017
Q1 | $238K | Hold |
5,354
| – | – | 0.02% | 325 |
|
|
2016
Q4 | $218K | Hold |
5,354
| – | – | 0.02% | 327 |
|
|
2016
Q3 | $220K | Hold |
5,354
| – | – | 0.03% | 327 |
|
|
2016
Q2 | $240K | Buy |
5,354
+580
| +12% | +$26K | 0.03% | 317 |
|
|
2016
Q1 | $200K | Hold |
4,774
| – | – | 0.02% | 332 |
|
|
2015
Q4 | $171K | Hold |
4,774
| – | – | 0.02% | 364 |
|
|
2015
Q3 | $169K | Hold |
4,774
| – | – | 0.02% | 359 |
|
|
2015
Q2 | $154K | Hold |
4,774
| – | – | 0.02% | 380 |
|
|
2015
Q1 | $166K | Hold |
4,774
| – | – | 0.02% | 372 |
|
|
2014
Q4 | $171K | Hold |
4,774
| – | – | 0.02% | 373 |
|
|
2014
Q3 | $145K | Hold |
4,774
| – | – | 0.02% | 385 |
|
|
2014
Q2 | $154K | Hold |
4,774
| – | – | 0.02% | 381 |
|
|
2014
Q1 | $145K | Buy |
4,774
+3,029
| +174% | +$92K | 0.02% | 386 |
|
|
2013
Q4 | $49K | Hold |
1,745
| – | – | 0.01% | 541 |
|
|
2013
Q3 | $48K | Hold |
1,745
| – | – | 0.01% | 520 |
|
|
2013
Q2 | $49K | Buy |
+1,745
| New | +$49K | 0.01% | 511 |
|