American Assets Investment Management’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 | $4.77M | Hold |
70,000
| – | – | 0.38% | 75 |
|
|
2025
Q1 | $4.96M | Hold |
70,000
| – | – | 0.43% | 71 |
|
|
2024
Q4 | $4.73M | Hold |
70,000
| – | – | 0.38% | 74 |
|
|
2024
Q3 | $4.57M | Hold |
70,000
| – | – | 0.4% | 79 |
|
|
2024
Q2 | $3.74M | Hold |
70,000
| – | – | 0.35% | 83 |
|
|
2024
Q1 | $3.76M | Hold |
70,000
| – | – | 0.36% | 84 |
|
|
2023
Q4 | $4.33M | Hold |
70,000
| – | – | 0.45% | 71 |
|
|
2023
Q3 | $4.01M | Hold |
70,000
| – | – | 0.45% | 72 |
|
|
2023
Q2 | $4.35M | Hold |
70,000
| – | – | 0.48% | 69 |
|
|
2023
Q1 | $4.72M | Hold |
70,000
| – | – | 0.54% | 65 |
|
|
2022
Q4 | $4.91M | Hold |
70,000
| – | – | 0.57% | 58 |
|
|
2022
Q3 | $4.48M | Hold |
70,000
| – | – | 0.58% | 59 |
|
|
2022
Q2 | $4.95M | Hold |
70,000
| – | – | 0.62% | 57 |
|
|
2022
Q1 | $5.05M | Hold |
70,000
| – | – | 0.53% | 62 |
|
|
2021
Q4 | $4.74M | Buy |
+70,000
| New | +$4.74M | 0.51% | 66 |
|