Bailard’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 | $940K | Sell |
13,805
-453
| -3% | -$30.8K | 0.02% | 335 |
|
|
2025
Q1 | $1.01M | Buy |
14,258
+1,421
| +11% | +$101K | 0.03% | 305 |
|
|
2024
Q4 | $867K | Buy |
12,837
+370
| +3% | +$25K | 0.02% | 320 |
|
|
2024
Q3 | $814K | Buy |
12,467
+393
| +3% | +$25.7K | 0.02% | 341 |
|
|
2024
Q2 | $645K | Buy |
12,074
+242
| +2% | +$12.9K | 0.02% | 396 |
|
|
2024
Q1 | $636K | Sell |
11,832
-173
| -1% | -$9.3K | 0.02% | 413 |
|
|
2023
Q4 | $743K | Buy |
12,005
+1,495
| +14% | +$92.6K | 0.02% | 350 |
|
|
2023
Q3 | $601K | Buy |
+10,510
| New | +$601K | 0.02% | 368 |
|
|
2022
Q1 | – | Sell |
-3,207
| Closed | -$217K | – | 816 |
|
|
2021
Q4 | $217K | Sell |
3,207
-29
| -0.9% | -$1.96K | 0.01% | 666 |
|
|
2021
Q3 | $202K | Buy |
+3,236
| New | +$202K | 0.01% | 680 |
|
|
2020
Q4 | – | Sell |
-3,928
| Closed | -$271K | – | 691 |
|
|
2020
Q3 | $271K | Hold |
3,928
| – | – | 0.01% | 406 |
|
|
2020
Q2 | $246K | Hold |
3,928
| – | – | 0.01% | 400 |
|
|
2020
Q1 | $237K | Sell |
3,928
-671
| -15% | -$40.5K | 0.02% | 376 |
|
|
2019
Q4 | $292K | Hold |
4,599
| – | – | 0.02% | 414 |
|
|
2019
Q3 | $298K | Hold |
4,599
| – | – | 0.02% | 403 |
|
|
2019
Q2 | $274K | Hold |
4,599
| – | – | 0.02% | 442 |
|
|
2019
Q1 | $259K | Buy |
+4,599
| New | +$259K | 0.02% | 446 |
|