Brown Advisory’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 | $694K | Buy |
10,193
+469
| +5% | +$31.9K | ﹤0.01% | 902 |
|
|
2025
Q1 | $688K | Sell |
9,724
-2,442
| -20% | -$173K | ﹤0.01% | 884 |
|
|
2024
Q4 | $821K | Buy |
12,166
+3,063
| +34% | +$207K | ﹤0.01% | 851 |
|
|
2024
Q3 | $594K | Sell |
9,103
-1,209
| -12% | -$78.9K | ﹤0.01% | 938 |
|
|
2024
Q2 | $551K | Buy |
10,312
+107
| +1% | +$5.72K | ﹤0.01% | 936 |
|
|
2024
Q1 | $549K | Buy |
10,205
+454
| +5% | +$24.4K | ﹤0.01% | 915 |
|
|
2023
Q4 | $604K | Buy |
9,751
+736
| +8% | +$45.6K | ﹤0.01% | 885 |
|
|
2023
Q3 | $516K | Sell |
9,015
-984
| -10% | -$56.3K | ﹤0.01% | 897 |
|
|
2023
Q2 | $622K | Sell |
9,999
-463
| -4% | -$28.8K | ﹤0.01% | 855 |
|
|
2023
Q1 | $706K | Buy |
10,462
+790
| +8% | +$53.3K | ﹤0.01% | 839 |
|
|
2022
Q4 | $678K | Buy |
9,672
+3,988
| +70% | +$280K | ﹤0.01% | 835 |
|
|
2022
Q3 | $363K | Buy |
5,684
+2,246
| +65% | +$143K | ﹤0.01% | 929 |
|
|
2022
Q2 | $244K | Sell |
3,438
-1,045
| -23% | -$74.2K | ﹤0.01% | 996 |
|
|
2022
Q1 | $323K | Buy |
4,483
+1,317
| +42% | +$94.9K | ﹤0.01% | 951 |
|
|
2021
Q4 | $214K | Sell |
3,166
-65
| -2% | -$4.39K | ﹤0.01% | 1156 |
|
|
2021
Q3 | $202K | Sell |
3,231
-1,140
| -26% | -$71.3K | ﹤0.01% | 1039 |
|
|
2021
Q2 | $288K | Sell |
4,371
-26
| -0.6% | -$1.71K | ﹤0.01% | 959 |
|
|
2021
Q1 | $292K | Buy |
4,397
+798
| +22% | +$53K | ﹤0.01% | 949 |
|
|
2020
Q4 | $240K | Sell |
3,599
-455
| -11% | -$30.3K | ﹤0.01% | 927 |
|
|
2020
Q3 | $280K | Sell |
4,054
-468
| -10% | -$32.3K | ﹤0.01% | 835 |
|
|
2020
Q2 | $282K | Buy |
4,522
+160
| +4% | +$9.98K | ﹤0.01% | 824 |
|
|
2020
Q1 | $262K | Sell |
4,362
-59
| -1% | -$3.54K | ﹤0.01% | 803 |
|
|
2019
Q4 | $281K | Sell |
4,421
-8,991
| -67% | -$571K | ﹤0.01% | 899 |
|
|
2019
Q3 | $871K | Buy |
13,412
+9,524
| +245% | +$619K | ﹤0.01% | 645 |
|
|
2019
Q2 | $231K | Sell |
3,888
-933
| -19% | -$55.4K | ﹤0.01% | 945 |
|
|
2019
Q1 | $270K | Buy |
+4,821
| New | +$270K | ﹤0.01% | 1154 |
|
|
2018
Q2 | – | Sell |
-4,995
| Closed | -$227K | – | 1322 |
|
|
2018
Q1 | $227K | Sell |
4,995
-916
| -15% | -$41.6K | ﹤0.01% | 1070 |
|
|
2017
Q4 | $284K | Buy |
5,911
+854
| +17% | +$41K | ﹤0.01% | 1059 |
|
|
2017
Q3 | $239K | Sell |
5,057
-125
| -2% | -$5.91K | ﹤0.01% | 1071 |
|
|
2017
Q2 | $237K | Sell |
5,182
-254
| -5% | -$11.6K | ﹤0.01% | 1091 |
|
|
2017
Q1 | $242K | Sell |
5,436
-1,297
| -19% | -$57.7K | ﹤0.01% | 1046 |
|
|
2016
Q4 | $274K | Buy |
6,733
+343
| +5% | +$14K | ﹤0.01% | 958 |
|
|
2016
Q3 | $263K | Buy |
6,390
+88
| +1% | +$3.62K | ﹤0.01% | 918 |
|
|
2016
Q2 | $282K | Buy |
6,302
+863
| +16% | +$38.6K | ﹤0.01% | 873 |
|
|
2016
Q1 | $227K | Buy |
+5,439
| New | +$227K | ﹤0.01% | 895 |
|