Whittier Trust’s Xcel Energy XEL Stock Holding History

Whittier Trust’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	$157K	Buy	2,308 +78	+3%	+$5.31K	﹤0.01%	707
2025 Q1	$158K	Hold	2,230	–	–	﹤0.01%	696
2024 Q4	$151K	Hold	2,230	–	–	﹤0.01%	712
2024 Q3	$146K	Hold	2,230	–	–	﹤0.01%	725
2024 Q2	$119K	Sell	2,230 -411	-16%	-$21.9K	﹤0.01%	746
2024 Q1	$142K	Buy	2,641 +411	+18%	+$22.1K	﹤0.01%	724
2023 Q4	$138K	Sell	2,230 -1,296	-37%	-$80.2K	﹤0.01%	704
2023 Q3	$202K	Hold	3,526	–	–	﹤0.01%	622
2023 Q2	$219K	Hold	3,526	–	–	﹤0.01%	616
2023 Q1	$238K	Sell	3,526 -1,564	-31%	-$105K	﹤0.01%	619
2022 Q4	$357K	Buy	5,090 +1,545	+44%	+$108K	0.01%	524
2022 Q3	$227K	Sell	3,545 -6,400	-64%	-$410K	﹤0.01%	604
2022 Q2	$704K	Hold	9,945	–	–	0.01%	407
2022 Q1	$718K	Buy	9,945 +64	+0.6%	+$4.62K	0.01%	430
2021 Q4	$669K	Buy	9,881 +1,500	+18%	+$102K	0.01%	434
2021 Q3	$524K	Hold	8,381	–	–	0.01%	453
2021 Q2	$552K	Hold	8,381	–	–	0.01%	458
2021 Q1	$557K	Hold	8,381	–	–	0.01%	456
2020 Q4	$559K	Buy	8,381 +972	+13%	+$64.8K	0.01%	415
2020 Q3	$511K	Hold	7,409	–	–	0.01%	425
2020 Q2	$463K	Hold	7,409	–	–	0.01%	412
2020 Q1	$447K	Sell	7,409 -316	-4%	-$19.1K	0.01%	400
2019 Q4	$490K	Sell	7,725 -820	-10%	-$52K	0.01%	406
2019 Q3	$554K	Hold	8,545	–	–	0.02%	381
2019 Q2	$508K	Hold	8,545	–	–	0.01%	383
2019 Q1	$480K	Sell	8,545 -156	-2%	-$8.76K	0.01%	392
2018 Q4	$429K	Buy	8,701 +168	+2%	+$8.28K	0.01%	389
2018 Q3	$403K	Hold	8,533	–	–	0.01%	399
2018 Q2	$390K	Sell	8,533 -149	-2%	-$6.81K	0.01%	401
2018 Q1	$395K	Hold	8,682	–	–	0.01%	402
2017 Q4	$418K	Sell	8,682 -9,498	-52%	-$457K	0.01%	388
2017 Q3	$860K	Hold	18,180	–	–	0.03%	297
2017 Q2	$834K	Hold	18,180	–	–	0.03%	290
2017 Q1	$808K	Buy	18,180 +149	+0.8%	+$6.62K	0.03%	289
2016 Q4	$734K	Hold	18,031	–	–	0.03%	290
2016 Q3	$742K	Hold	18,031	–	–	0.03%	296
2016 Q2	$807K	Hold	18,031	–	–	0.04%	282
2016 Q1	$754K	Hold	18,031	–	–	0.03%	291
2015 Q4	$647K	Hold	18,031	–	–	0.03%	323
2015 Q3	$638K	Hold	18,031	–	–	0.03%	311
2015 Q2	$580K	Sell	18,031 -3,039	-14%	-$97.8K	0.03%	335
2015 Q1	$733K	Sell	21,070 -3,638	-15%	-$127K	0.03%	293
2014 Q4	$887K	Hold	24,708	–	–	0.04%	271
2014 Q3	$751K	Hold	24,708	–	–	0.04%	286
2014 Q2	$796K	Buy	24,708 +1,093	+5%	+$35.2K	0.04%	276
2014 Q1	$717K	Hold	23,615	–	–	0.04%	286
2013 Q4	$660K	Hold	23,615	–	–	0.03%	291
2013 Q3	$652K	Hold	23,615	–	–	0.04%	293
2013 Q2	$669K	Buy	+23,615	New	+$669K	0.04%	285