Brandywine Global Investment Management’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
$63.3M Buy
929,312
+5,276
+0.6% +$359K 0.45% 55
2025
Q1
$65.4M Sell
924,036
-207,531
-18% -$14.7M 0.47% 48
2024
Q4
$76.4M Sell
1,131,567
-147,854
-12% -$9.98M 0.56% 44
2024
Q3
$80.6M Buy
1,279,421
+301,006
+31% +$19M 0.54% 46
2024
Q2
$52.3M Buy
+978,415
New +$52.3M 0.39% 62
2019
Q1
Sell
-399,526
Closed -$19.7M 895
2018
Q4
$19.7M Sell
399,526
-3,012
-0.7% -$148K 0.15% 136
2018
Q3
$19M Sell
402,538
-12,735
-3% -$601K 0.12% 150
2018
Q2
$19M Sell
415,273
-8,197
-2% -$374K 0.12% 147
2018
Q1
$19.3M Buy
423,470
+980
+0.2% +$44.6K 0.12% 144
2017
Q4
$20.3M Buy
422,490
+12,011
+3% +$578K 0.12% 138
2017
Q3
$19.4M Sell
410,479
-14,040
-3% -$664K 0.12% 149
2017
Q2
$19.5M Sell
424,519
-8,450
-2% -$388K 0.12% 152
2017
Q1
$19.2M Buy
432,969
+11,005
+3% +$489K 0.12% 148
2016
Q4
$17.2M Sell
421,964
-15,722
-4% -$640K 0.11% 167
2016
Q3
$18M Sell
437,686
-18,166
-4% -$747K 0.12% 151
2016
Q2
$20.4M Sell
455,852
-11,511
-2% -$515K 0.14% 140
2016
Q1
$19.5M Sell
467,363
-4,986
-1% -$209K 0.13% 147
2015
Q4
$17M Buy
472,349
+69,350
+17% +$2.49M 0.11% 163
2015
Q3
$14.3M Buy
+402,999
New +$14.3M 0.09% 199
2014
Q2
Sell
-4,620
Closed -$141K 1000
2014
Q1
$141K Sell
4,620
-883
-16% -$26.9K ﹤0.01% 785
2013
Q4
$154K Hold
5,503
﹤0.01% 779
2013
Q3
$152K Sell
5,503
-32,000
-85% -$884K ﹤0.01% 798
2013
Q2
$1.06M Buy
+37,503
New +$1.06M 0.01% 590