B. Metzler seel. Sohn & Co’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 | $1.86M | Buy |
27,285
+5,650
| +26% | +$385K | 0.02% | 401 |
|
|
2025
Q1 | $1.53M | Hold |
21,635
| – | – | 0.02% | 412 |
|
|
2024
Q4 | $1.46M | Hold |
21,635
| – | – | 0.02% | 448 |
|
|
2024
Q3 | $1.41M | Buy |
21,635
+1,704
| +9% | +$111K | 0.01% | 472 |
|
|
2024
Q2 | $1.06M | Hold |
19,931
| – | – | 0.01% | 514 |
|
|
2024
Q1 | $1.07M | Buy |
19,931
+9,073
| +84% | +$488K | 0.01% | 512 |
|
|
2023
Q4 | $672K | Hold |
10,858
| – | – | 0.01% | 565 |
|
|
2023
Q3 | $621K | Buy |
10,858
+1,441
| +15% | +$82.5K | 0.01% | 551 |
|
|
2023
Q2 | $585K | Hold |
9,417
| – | – | 0.01% | 564 |
|
|
2023
Q1 | $635K | Sell |
9,417
-3,217
| -25% | -$217K | 0.01% | 518 |
|
|
2022
Q4 | $886K | Sell |
12,634
-1,403
| -10% | -$98.4K | 0.02% | 452 |
|
|
2022
Q3 | $898K | Sell |
14,037
-2,966
| -17% | -$190K | 0.02% | 438 |
|
|
2022
Q2 | $1.2M | Sell |
17,003
-2,069
| -11% | -$146K | 0.02% | 395 |
|
|
2022
Q1 | $1.38M | Buy |
19,072
+1,315
| +7% | +$94.9K | 0.02% | 418 |
|
|
2021
Q4 | $1.21M | Sell |
17,757
-218
| -1% | -$14.9K | 0.02% | 409 |
|
|
2021
Q3 | $1.12M | Buy |
17,975
+1,243
| +7% | +$77.7K | 0.02% | 412 |
|
|
2021
Q2 | $1.1M | Buy |
16,732
+9,056
| +118% | +$596K | 0.02% | 413 |
|
|
2021
Q1 | $511K | Hold |
7,676
| – | – | 0.01% | 549 |
|
|
2020
Q4 | $504K | Buy |
+7,676
| New | +$504K | 0.01% | 526 |
|