Whittier Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $168K | Buy |
2,090
+418
| +25% | +$32.8K | ﹤0.01% | 620 |
|
|
2025
Q4 | $124K | Buy |
1,672
+6
| +0.4% | +$473 | ﹤0.01% | 692 |
|
|
2025
Q3 | $134K | Sell |
1,666
-642
| -28% | -$46.4K | ﹤0.01% | 667 |
|
|
2025
Q2 | $157K | Buy |
2,308
+78
| +3% | +$5.41K | ﹤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% | -$22.4K | ﹤0.01% | 746 |
|
|
2024
Q1 | $142K | Buy |
2,641
+411
| +18% | +$23.5K | ﹤0.01% | 724 |
|
|
2023
Q4 | $138K | Sell |
2,230
-1,296
| -37% | -$77.8K | ﹤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% | -$106K | ﹤0.01% | 619 |
|
|
2022
Q4 | $357K | Buy |
5,090
+1,545
| +44% | +$103K | 0.01% | 524 |
|
|
2022
Q3 | $227K | Sell |
3,545
-6,400
| -64% | -$466K | ﹤0.01% | 604 |
|
|
2022
Q2 | $704K | Hold |
9,945
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $718K | Buy |
9,945
+64
| +0.6% | +$4.4K | 0.01% | 430 |
|
|
2021
Q4 | $669K | Buy |
9,881
+1,500
| +18% | +$97.8K | 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% | +$67.7K | 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% | -$20.6K | 0.01% | 400 |
|
|
2019
Q4 | $490K | Sell |
7,725
-820
| -10% | -$51.3K | 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% | -$8.3K | 0.01% | 392 |
|
|
2018
Q4 | $429K | Buy |
8,701
+168
| +2% | +$8.43K | 0.01% | 389 |
|
|
2018
Q3 | $403K | Hold |
8,533
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $390K | Sell |
8,533
-149
| -2% | -$6.67K | 0.01% | 401 |
|
|
2018
Q1 | $395K | Hold |
8,682
| – | – | 0.01% | 402 |
|
|
2017
Q4 | $418K | Sell |
8,682
-9,498
| -52% | -$471K | 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% | +$6.31K | 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% | -$102K | 0.03% | 335 |
|
|
2015
Q1 | $733K | Sell |
21,070
-3,638
| -15% | -$130K | 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% | +$33.9K | 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 | +$706K | 0.04% | 285 |
|
Other funds holding XEL
VCM
VPM
