Ancora 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 | $172K | Hold |
2,530
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $179K | Sell |
2,530
-60
| -2% | -$4.25K | ﹤0.01% | 721 |
|
|
2024
Q4 | $175K | Sell |
2,590
-580
| -18% | -$39.2K | ﹤0.01% | 736 |
|
|
2024
Q3 | $207K | Sell |
3,170
-274
| -8% | -$17.9K | ﹤0.01% | 681 |
|
|
2024
Q2 | $184K | Buy |
3,444
+2,484
| +259% | +$133K | ﹤0.01% | 667 |
|
|
2024
Q1 | $51.6K | Hold |
960
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $59.4K | Hold |
960
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $54.9K | Hold |
960
| – | – | ﹤0.01% | 866 |
|
|
2023
Q2 | $59.7K | Hold |
960
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $64.7K | Hold |
960
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $67K | Hold |
960
| – | – | ﹤0.01% | 876 |
|
|
2022
Q3 | $61K | Buy |
960
+60
| +7% | +$3.81K | ﹤0.01% | 997 |
|
|
2022
Q2 | $64K | Hold |
900
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q1 | $65K | Sell |
900
-28
| -3% | -$2.02K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $63K | Sell |
928
-12
| -1% | -$815 | ﹤0.01% | 1149 |
|
|
2021
Q3 | $59K | Buy |
940
+40
| +4% | +$2.51K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $59K | Hold |
900
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q1 | $60K | Sell |
900
-946
| -51% | -$63.1K | ﹤0.01% | 984 |
|
|
2020
Q4 | $123K | Hold |
1,846
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $127K | Hold |
1,846
| – | – | 0.01% | 652 |
|
|
2020
Q2 | $115K | Hold |
1,846
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $111K | Sell |
1,846
-2,608
| -59% | -$157K | 0.01% | 730 |
|
|
2019
Q4 | $286K | Buy |
+4,454
| New | +$286K | 0.01% | 589 |
|
|
2018
Q4 | – | Sell |
-2,432
| Closed | -$115K | – | 1192 |
|
|
2018
Q3 | $115K | Buy |
+2,432
| New | +$115K | ﹤0.01% | 724 |
|
|
2017
Q1 | – | Sell |
-1,833
| Closed | -$75K | – | 1080 |
|
|
2016
Q4 | $75K | Buy |
+1,833
| New | +$75K | 0.01% | 712 |
|