AMG
Advisors Management Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
11,087
+22
| +0.2% | +$1.5K | 0.14% | 91 |
|
|
2025
Q1 | $783K | Sell |
11,065
-605
| -5% | -$42.8K | 0.17% | 90 |
|
|
2024
Q4 | $788K | Buy |
11,670
+14
| +0.1% | +$945 | 0.19% | 92 |
|
|
2024
Q3 | $761K | Buy |
11,656
+51
| +0.4% | +$3.33K | 0.18% | 88 |
|
|
2024
Q2 | $620K | Sell |
11,605
-184
| -2% | -$9.83K | 0.15% | 93 |
|
|
2024
Q1 | $634K | Sell |
11,789
-352
| -3% | -$18.9K | 0.16% | 91 |
|
|
2023
Q4 | $752K | Buy |
12,141
+531
| +5% | +$32.9K | 0.2% | 85 |
|
|
2023
Q3 | $664K | Buy |
11,610
+11
| +0.1% | +$629 | 0.2% | 86 |
|
|
2023
Q2 | $721K | Buy |
11,599
+11
| +0.1% | +$684 | 0.22% | 81 |
|
|
2023
Q1 | $781K | Sell |
11,588
-754
| -6% | -$50.8K | 0.25% | 72 |
|
|
2022
Q4 | $865K | Buy |
12,342
+11
| +0.1% | +$771 | 0.33% | 63 |
|
|
2022
Q3 | $789K | Sell |
12,331
-71
| -0.6% | -$4.54K | 0.31% | 68 |
|
|
2022
Q2 | $878K | Buy |
12,402
+64
| +0.5% | +$4.53K | 0.31% | 68 |
|
|
2022
Q1 | $890K | Buy |
12,338
+912
| +8% | +$65.8K | 0.3% | 63 |
|
|
2021
Q4 | $774K | Buy |
11,426
+8
| +0.1% | +$542 | 0.23% | 70 |
|
|
2021
Q3 | $714K | Sell |
11,418
-13
| -0.1% | -$813 | 0.22% | 72 |
|
|
2021
Q2 | $753K | Buy |
11,431
+7
| +0.1% | +$461 | 0.22% | 74 |
|
|
2021
Q1 | $760K | Sell |
11,424
-371
| -3% | -$24.7K | 0.24% | 69 |
|
|
2020
Q4 | $786K | Buy |
11,795
+7
| +0.1% | +$466 | 0.32% | 55 |
|
|
2020
Q3 | $813K | Buy |
11,788
+8
| +0.1% | +$552 | 0.34% | 55 |
|
|
2020
Q2 | $736K | Sell |
11,780
-201
| -2% | -$12.6K | 0.33% | 57 |
|
|
2020
Q1 | $722K | Buy |
11,981
+9
| +0.1% | +$542 | 0.35% | 55 |
|
|
2019
Q4 | $760K | Buy |
11,972
+7
| +0.1% | +$444 | 0.3% | 55 |
|
|
2019
Q3 | $776K | Buy |
11,965
+8
| +0.1% | +$519 | 0.32% | 54 |
|
|
2019
Q2 | $711K | Buy |
11,957
+9
| +0.1% | +$535 | 0.31% | 56 |
|
|
2019
Q1 | $672K | Buy |
11,948
+8
| +0.1% | +$450 | 0.3% | 56 |
|
|
2018
Q4 | $588K | Buy |
11,940
+169
| +1% | +$8.32K | 0.31% | 54 |
|
|
2018
Q3 | $556K | Buy |
11,771
+9
| +0.1% | +$425 | 0.26% | 59 |
|
|
2018
Q2 | $537K | Buy |
11,762
+10
| +0.1% | +$457 | 0.26% | 57 |
|
|
2018
Q1 | $533K | Buy |
11,752
+9
| +0.1% | +$408 | 0.27% | 56 |
|
|
2017
Q4 | $565K | Buy |
11,743
+8
| +0.1% | +$385 | 0.29% | 56 |
|
|
2017
Q3 | $555K | Sell |
11,735
-142
| -1% | -$6.72K | 0.29% | 51 |
|
|
2017
Q2 | $545K | Buy |
11,877
+9
| +0.1% | +$413 | 0.3% | 51 |
|
|
2017
Q1 | $528K | Buy |
11,868
+9
| +0.1% | +$400 | 0.33% | 48 |
|
|
2016
Q4 | $483K | Buy |
11,859
+9
| +0.1% | +$367 | 0.33% | 49 |
|
|
2016
Q3 | $488K | Buy |
11,850
+8
| +0.1% | +$329 | 0.33% | 49 |
|
|
2016
Q2 | $530K | Buy |
11,842
+9
| +0.1% | +$403 | 0.37% | 50 |
|
|
2016
Q1 | $495K | Buy |
11,833
+9
| +0.1% | +$376 | 0.36% | 50 |
|
|
2015
Q4 | $425K | Buy |
+11,824
| New | +$425K | 0.35% | 49 |
|