Anchor Capital Advisors’s Xcel Energy XEL Stock Holding History

Anchor Capital Advisors’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49M	Sell	616,558 -6,756	-1%	-$530K	1.39%	24
2025 Q4	$46M	Sell	623,314 -21,606	-3%	-$1.7M	1.33%	27
2025 Q3	$52M	Sell	644,920 -15,426	-2%	-$1.12M	1.51%	18
2025 Q2	$45M	Buy	660,346 +15,627	+2%	+$1.08M	1.32%	26
2025 Q1	$45.6M	Buy	644,719 +210,739	+49%	+$14.3M	1.36%	19
2024 Q4	$29.3M	Sell	433,980 -33,760	-7%	-$2.26M	0.84%	51
2024 Q3	$30.5M	Sell	467,740 -15,597	-3%	-$925K	0.81%	52
2024 Q2	$25.8M	Sell	483,337 -27,252	-5%	-$1.48M	0.73%	53
2024 Q1	$27.4M	Sell	510,589 -37,003	-7%	-$2.11M	0.72%	54
2023 Q4	$33.9M	Sell	547,592 -26,294	-5%	-$1.58M	0.89%	48
2023 Q3	$32.8M	Sell	573,886 -30,786	-5%	-$1.85M	0.92%	43
2023 Q2	$37.6M	Sell	604,672 -21,540	-3%	-$1.44M	0.98%	46
2023 Q1	$42.2M	Sell	626,212 -18,068	-3%	-$1.22M	1.12%	40
2022 Q4	$45.2M	Sell	644,280 -11,533	-2%	-$767K	1.16%	36
2022 Q3	$42M	Sell	655,813 -12,585	-2%	-$916K	1.16%	32
2022 Q2	$47.3M	Sell	668,398 -26,664	-4%	-$1.94M	1.2%	34
2022 Q1	$50.2M	Sell	695,062 -8,290	-1%	-$570K	1.06%	38
2021 Q4	$47.6M	Sell	703,352 -5,603	-0.8%	-$365K	0.94%	47
2021 Q3	$44.3M	Sell	708,955 -8,832	-1%	-$597K	0.92%	49
2021 Q2	$47.3M	Sell	717,787 -7,148	-1%	-$498K	0.95%	48
2021 Q1	$48.2M	Buy	724,935 +167,819	+30%	+$10.6M	1.02%	43
2020 Q4	$37.1M	Sell	557,116 -3,525	-0.6%	-$246K	0.85%	50
2020 Q3	$38.7M	Sell	560,641 -3,470	-0.6%	-$237K	0.98%	41
2020 Q2	$35.3M	Buy	564,111 +25,360	+5%	+$1.6M	0.91%	49
2020 Q1	$32.5M	Sell	538,751 -4,364	-0.8%	-$284K	0.96%	43
2019 Q4	$34.5M	Buy	543,115 +269,648	+99%	+$16.9M	0.75%	57
2019 Q3	$17.7M	Sell	273,467 -12,203	-4%	-$760K	0.64%	70
2019 Q2	$17M	Sell	285,670 -3,370	-1%	-$194K	0.62%	78
2019 Q1	$16.2K	Sell	289,040 -756	-0.3%	-$40.2K	0.34%	81
2018 Q4	$14.3M	Sell	289,796 -7,597	-3%	-$381K	0.58%	80
2018 Q3	$14M	Sell	297,393 -1,464	-0.5%	-$69.1K	0.51%	83
2018 Q2	$13.7M	Sell	298,857 -23,077	-7%	-$1.03M	0.5%	85
2018 Q1	$14.6M	Sell	321,934 -1,487	-0.5%	-$66.3K	0.51%	81
2017 Q4	$15.6M	Sell	323,421 -10,987	-3%	-$545K	0.55%	85
2017 Q3	$15.8M	Sell	334,408 -7,835	-2%	-$376K	0.57%	80
2017 Q2	$15.7M	Sell	342,243 -23,891	-7%	-$1.1M	0.57%	75
2017 Q1	$16.3M	Sell	366,134 -1,145	-0.3%	-$48.5K	0.56%	80
2016 Q4	$14.9M	Sell	367,279 -90,814	-20%	-$3.63M	0.57%	78
2016 Q3	$18.8M	Sell	458,093 -230,823	-34%	-$9.87M	0.63%	68
2016 Q2	$30.9M	Sell	688,916 -29,525	-4%	-$1.22M	0.78%	53
2016 Q1	$30M	Sell	718,441 -40,478	-5%	-$1.58M	0.72%	60
2015 Q4	$27.3M	Sell	758,919 -39,772	-5%	-$1.42M	0.69%	64
2015 Q3	$28.3M	Buy	798,691 +54,455	+7%	+$1.85M	0.72%	61
2015 Q2	$23.9M	Buy	744,236 +4,344	+0.6%	+$146K	0.54%	73
2015 Q1	$25.8M	Sell	739,892 -42,866	-5%	-$1.53M	0.56%	70
2014 Q4	$28.1M	Sell	782,758 -29,756	-4%	-$999K	0.57%	68
2014 Q3	$24.7M	Sell	812,514 -49,668	-6%	-$1.55M	0.51%	75
2014 Q2	$27.8M	Sell	862,182 -20,036	-2%	-$621K	0.54%	71
2014 Q1	$26.8M	Sell	882,218 -30,228	-3%	-$881K	0.53%	74
2013 Q4	$25.5M	Sell	912,446 -25,233	-3%	-$713K	0.51%	74
2013 Q3	$25.9M	Sell	937,679 -111,013	-11%	-$3.17M	0.56%	68
2013 Q2	$29.7M	Buy	+1,048,692	New	+$31.3M	0.64%	57