Anchor Capital Advisors’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 | $45M | Buy |
660,346
+15,627
| +2% | +$1.06M | 1.32% | 26 |
|
|
2025
Q1 | $45.6M | Buy |
644,719
+210,739
| +49% | +$14.9M | 1.36% | 19 |
|
|
2024
Q4 | $29.3M | Sell |
433,980
-33,760
| -7% | -$2.28M | 0.84% | 51 |
|
|
2024
Q3 | $30.5M | Sell |
467,740
-15,597
| -3% | -$1.02M | 0.81% | 52 |
|
|
2024
Q2 | $25.8M | Sell |
483,337
-27,252
| -5% | -$1.46M | 0.73% | 53 |
|
|
2024
Q1 | $27.4M | Sell |
510,589
-37,003
| -7% | -$1.99M | 0.72% | 54 |
|
|
2023
Q4 | $33.9M | Sell |
547,592
-26,294
| -5% | -$1.63M | 0.89% | 48 |
|
|
2023
Q3 | $32.8M | Sell |
573,886
-30,786
| -5% | -$1.76M | 0.92% | 43 |
|
|
2023
Q2 | $37.6M | Sell |
604,672
-21,540
| -3% | -$1.34M | 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% | -$809K | 1.16% | 36 |
|
|
2022
Q3 | $42M | Sell |
655,813
-12,585
| -2% | -$805K | 1.16% | 32 |
|
|
2022
Q2 | $47.3M | Sell |
668,398
-26,664
| -4% | -$1.89M | 1.2% | 34 |
|
|
2022
Q1 | $50.2M | Sell |
695,062
-8,290
| -1% | -$598K | 1.06% | 38 |
|
|
2021
Q4 | $47.6M | Sell |
703,352
-5,603
| -0.8% | -$379K | 0.94% | 47 |
|
|
2021
Q3 | $44.3M | Sell |
708,955
-8,832
| -1% | -$552K | 0.92% | 49 |
|
|
2021
Q2 | $47.3M | Sell |
717,787
-7,148
| -1% | -$471K | 0.95% | 48 |
|
|
2021
Q1 | $48.2M | Buy |
724,935
+167,819
| +30% | +$11.2M | 1.02% | 43 |
|
|
2020
Q4 | $37.1M | Sell |
557,116
-3,525
| -0.6% | -$235K | 0.85% | 50 |
|
|
2020
Q3 | $38.7M | Sell |
560,641
-3,470
| -0.6% | -$239K | 0.98% | 41 |
|
|
2020
Q2 | $35.3M | Buy |
564,111
+25,360
| +5% | +$1.59M | 0.91% | 49 |
|
|
2020
Q1 | $32.5M | Sell |
538,751
-4,364
| -0.8% | -$263K | 0.96% | 43 |
|
|
2019
Q4 | $34.5M | Buy |
543,115
+269,648
| +99% | +$17.1M | 0.75% | 57 |
|
|
2019
Q3 | $17.7M | Sell |
273,467
-12,203
| -4% | -$792K | 0.64% | 70 |
|
|
2019
Q2 | $17M | Sell |
285,670
-3,370
| -1% | -$200K | 0.62% | 78 |
|
|
2019
Q1 | $16.2K | Sell |
289,040
-756
| -0.3% | -$42 | 0.34% | 81 |
|
|
2018
Q4 | $14.3M | Sell |
289,796
-7,597
| -3% | -$374K | 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% | -$1.05M | 0.5% | 85 |
|
|
2018
Q1 | $14.6M | Sell |
321,934
-1,487
| -0.5% | -$67.6K | 0.51% | 81 |
|
|
2017
Q4 | $15.6M | Sell |
323,421
-10,987
| -3% | -$529K | 0.55% | 85 |
|
|
2017
Q3 | $15.8M | Sell |
334,408
-7,835
| -2% | -$371K | 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% | -$50.9K | 0.56% | 80 |
|
|
2016
Q4 | $14.9M | Sell |
367,279
-90,814
| -20% | -$3.7M | 0.57% | 78 |
|
|
2016
Q3 | $18.8M | Sell |
458,093
-230,823
| -34% | -$9.5M | 0.63% | 67 |
|
|
2016
Q2 | $30.9M | Sell |
688,916
-29,525
| -4% | -$1.32M | 0.78% | 52 |
|
|
2016
Q1 | $30M | Sell |
718,441
-40,478
| -5% | -$1.69M | 0.72% | 59 |
|
|
2015
Q4 | $27.3M | Sell |
758,919
-39,772
| -5% | -$1.43M | 0.69% | 64 |
|
|
2015
Q3 | $28.3M | Buy |
798,691
+54,455
| +7% | +$1.93M | 0.72% | 61 |
|
|
2015
Q2 | $24M | Buy |
744,236
+4,344
| +0.6% | +$140K | 0.54% | 73 |
|
|
2015
Q1 | $25.8M | Sell |
739,892
-42,866
| -5% | -$1.49M | 0.56% | 70 |
|
|
2014
Q4 | $28.1M | Sell |
782,758
-29,756
| -4% | -$1.07M | 0.57% | 68 |
|
|
2014
Q3 | $24.7M | Sell |
812,514
-49,668
| -6% | -$1.51M | 0.51% | 75 |
|
|
2014
Q2 | $27.8M | Sell |
862,182
-20,036
| -2% | -$646K | 0.54% | 71 |
|
|
2014
Q1 | $26.8M | Sell |
882,218
-30,228
| -3% | -$918K | 0.53% | 74 |
|
|
2013
Q4 | $25.5M | Sell |
912,446
-25,233
| -3% | -$705K | 0.51% | 74 |
|
|
2013
Q3 | $25.9M | Sell |
937,679
-111,013
| -11% | -$3.07M | 0.56% | 68 |
|
|
2013
Q2 | $29.7M | Buy |
+1,048,692
| New | +$29.7M | 0.64% | 57 |
|