BOK Financial’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 | $1.81M | Sell |
26,549
-1,098
| -4% | -$74.8K | 0.03% | 365 |
|
|
2025
Q1 | $1.96M | Sell |
27,647
-954
| -3% | -$67.5K | 0.03% | 337 |
|
|
2024
Q4 | $1.81M | Sell |
28,601
-228
| -0.8% | -$14.4K | 0.03% | 359 |
|
|
2024
Q3 | $1.86M | Sell |
28,829
-916
| -3% | -$59K | 0.03% | 351 |
|
|
2024
Q2 | $1.59M | Buy |
29,745
+5,067
| +21% | +$271K | 0.03% | 401 |
|
|
2024
Q1 | $1.31M | Buy |
24,678
+3,806
| +18% | +$203K | 0.02% | 444 |
|
|
2023
Q4 | $1.29M | Sell |
20,872
-3,427
| -14% | -$212K | 0.03% | 420 |
|
|
2023
Q3 | $1.44M | Buy |
24,299
+1,525
| +7% | +$90.4K | 0.03% | 378 |
|
|
2023
Q2 | $1.42M | Sell |
22,774
-967
| -4% | -$60.1K | 0.03% | 403 |
|
|
2023
Q1 | $1.6M | Sell |
23,741
-8,520
| -26% | -$575K | 0.03% | 384 |
|
|
2022
Q4 | $2.26M | Buy |
32,261
+9,260
| +40% | +$649K | 0.04% | 347 |
|
|
2022
Q3 | $1.47M | Buy |
23,001
+10,089
| +78% | +$646K | 0.03% | 418 |
|
|
2022
Q2 | $914K | Sell |
12,912
-801
| -6% | -$56.7K | 0.02% | 541 |
|
|
2022
Q1 | $990K | Buy |
13,713
+542
| +4% | +$39.1K | 0.02% | 573 |
|
|
2021
Q4 | $892K | Sell |
13,171
-167
| -1% | -$11.3K | 0.01% | 606 |
|
|
2021
Q3 | $833K | Buy |
+13,338
| New | +$833K | 0.01% | 620 |
|
|
2021
Q1 | $1.43M | Sell |
21,549
-7,021
| -25% | -$467K | 0.03% | 461 |
|
|
2020
Q4 | $1.91M | Buy |
28,570
+3,449
| +14% | +$230K | 0.04% | 372 |
|
|
2020
Q3 | $1.73M | Buy |
25,121
+12,988
| +107% | +$897K | 0.04% | 352 |
|
|
2020
Q2 | $758K | Buy |
12,133
+279
| +2% | +$17.4K | 0.02% | 518 |
|
|
2020
Q1 | $715K | Sell |
11,854
-1,067
| -8% | -$64.4K | 0.02% | 487 |
|
|
2019
Q4 | $821K | Sell |
12,921
-36,549
| -74% | -$2.32M | 0.02% | 564 |
|
|
2019
Q3 | $3.21M | Sell |
49,470
-17,650
| -26% | -$1.15M | 0.08% | 261 |
|
|
2019
Q2 | $3.99M | Sell |
67,120
-3,717
| -5% | -$221K | 0.1% | 227 |
|
|
2019
Q1 | $3.98M | Buy |
70,837
+862
| +1% | +$48.4K | 0.1% | 228 |
|
|
2018
Q4 | $3.45M | Sell |
69,975
-8,122
| -10% | -$400K | 0.1% | 228 |
|
|
2018
Q3 | $3.69M | Buy |
78,097
+2,016
| +3% | +$95.2K | 0.09% | 255 |
|
|
2018
Q2 | $3.48M | Buy |
76,081
+2,673
| +4% | +$122K | 0.09% | 253 |
|
|
2018
Q1 | $3.34M | Buy |
73,408
+13,109
| +22% | +$596K | 0.09% | 256 |
|
|
2017
Q4 | $2.9M | Sell |
60,299
-656
| -1% | -$31.6K | 0.08% | 279 |
|
|
2017
Q3 | $2.89M | Sell |
60,955
-3,308
| -5% | -$157K | 0.08% | 261 |
|
|
2017
Q2 | $2.95M | Sell |
64,263
-36
| -0.1% | -$1.65K | 0.09% | 234 |
|
|
2017
Q1 | $2.86M | Buy |
64,299
+31,976
| +99% | +$1.42M | 0.09% | 250 |
|
|
2016
Q4 | $1.32M | Buy |
32,323
+6,198
| +24% | +$252K | 0.04% | 399 |
|
|
2016
Q3 | $1.08M | Buy |
26,125
+8,299
| +47% | +$341K | 0.04% | 463 |
|
|
2016
Q2 | $798K | Sell |
17,826
-1,096
| -6% | -$49.1K | 0.03% | 491 |
|
|
2016
Q1 | $791K | Buy |
18,922
+2,865
| +18% | +$120K | 0.03% | 478 |
|
|
2015
Q4 | $576K | Buy |
16,057
+2
| +0% | +$72 | 0.02% | 543 |
|
|
2015
Q3 | $569K | Buy |
16,055
+75
| +0.5% | +$2.66K | 0.02% | 540 |
|
|
2015
Q2 | $514K | Sell |
15,980
-172
| -1% | -$5.53K | 0.02% | 579 |
|
|
2015
Q1 | $562K | Sell |
16,152
-69,208
| -81% | -$2.41M | 0.02% | 534 |
|
|
2014
Q4 | $3.07M | Buy |
85,360
+64,183
| +303% | +$2.31M | 0.11% | 218 |
|
|
2014
Q3 | $644K | Sell |
21,177
-4,537
| -18% | -$138K | 0.02% | 525 |
|
|
2014
Q2 | $829K | Sell |
25,714
-435
| -2% | -$14K | 0.03% | 486 |
|
|
2014
Q1 | $794K | Buy |
26,149
+62
| +0.2% | +$1.88K | 0.03% | 493 |
|
|
2013
Q4 | $728K | Buy |
26,087
+1,538
| +6% | +$42.9K | 0.02% | 511 |
|
|
2013
Q3 | $678K | Sell |
24,549
-128,520
| -84% | -$3.55M | 0.02% | 496 |
|
|
2013
Q2 | $4.34M | Buy |
+153,069
| New | +$4.34M | 0.16% | 131 |
|