Brown Brothers Harriman & 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 | $70.1K | Buy |
1,030
+800
| +348% | +$54.5K | ﹤0.01% | 870 |
|
2025
Q1 | $16.3K | Sell |
230
-1,125
| -83% | -$79.6K | ﹤0.01% | 994 |
|
2024
Q4 | $91.5K | Buy |
1,355
+31
| +2% | +$2.09K | ﹤0.01% | 740 |
|
2024
Q3 | $86.5K | Sell |
1,324
-1,421
| -52% | -$92.8K | ﹤0.01% | 714 |
|
2024
Q2 | $147K | Sell |
2,745
-163
| -6% | -$8.71K | ﹤0.01% | 589 |
|
2024
Q1 | $156K | Sell |
2,908
-156,208
| -98% | -$8.4M | ﹤0.01% | 561 |
|
2023
Q4 | $9.85M | Sell |
159,116
-80,909
| -34% | -$5.01M | 0.08% | 112 |
|
2023
Q3 | $13.7M | Sell |
240,025
-7,383
| -3% | -$422K | 0.12% | 75 |
|
2023
Q2 | $15.4M | Buy |
247,408
+28,733
| +13% | +$1.79M | 0.12% | 68 |
|
2023
Q1 | $14.7M | Buy |
218,675
+56,064
| +34% | +$3.78M | 0.12% | 67 |
|
2022
Q4 | $11.4M | Buy |
162,611
+138,331
| +570% | +$9.7M | 0.1% | 73 |
|
2022
Q3 | $1.55M | Buy |
24,280
+23,918
| +6,607% | +$1.53M | 0.01% | 174 |
|
2022
Q2 | $26K | Buy |
362
+204
| +129% | +$14.7K | ﹤0.01% | 830 |
|
2022
Q1 | $11K | Hold |
158
| – | – | ﹤0.01% | 1025 |
|
2021
Q4 | $11 | Sell |
158
-51
| -24% | -$4 | ﹤0.01% | 907 |
|
2021
Q3 | $13 | Hold |
209
| – | – | ﹤0.01% | 881 |
|
2021
Q2 | $14 | Buy |
209
+17
| +9% | +$1 | ﹤0.01% | 863 |
|
2021
Q1 | $13 | Buy |
192
+97
| +102% | +$7 | ﹤0.01% | 836 |
|
2020
Q4 | $6K | Sell |
95
-38
| -29% | -$2.4K | ﹤0.01% | 927 |
|
2020
Q3 | $9K | Hold |
133
| – | – | ﹤0.01% | 769 |
|
2020
Q2 | $8K | Buy |
133
+30
| +29% | +$1.81K | ﹤0.01% | 775 |
|
2020
Q1 | $6K | Sell |
103
-792
| -88% | -$46.1K | ﹤0.01% | 783 |
|
2019
Q4 | $57K | Buy |
895
+622
| +228% | +$39.6K | ﹤0.01% | 640 |
|
2019
Q3 | $18K | Sell |
273
-3,538
| -93% | -$233K | ﹤0.01% | 815 |
|
2019
Q2 | $227K | Buy |
3,811
+3,629
| +1,994% | +$216K | ﹤0.01% | 378 |
|
2019
Q1 | $10K | Buy |
+182
| New | +$10K | ﹤0.01% | 843 |
|
2018
Q2 | – | Sell |
-7,500
| Closed | -$341K | – | 883 |
|
2018
Q1 | $341K | Buy |
7,500
+7,304
| +3,727% | +$332K | ﹤0.01% | 275 |
|
2017
Q4 | $9K | Buy |
196
+102
| +109% | +$4.68K | ﹤0.01% | 774 |
|
2017
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 698 |
|
2017
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 713 |
|
2017
Q1 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 744 |
|
2016
Q1 | – | Sell |
-325
| Closed | -$12K | – | 746 |
|
2015
Q4 | $12K | Hold |
325
| – | – | ﹤0.01% | 608 |
|
2015
Q3 | $12K | Hold |
325
| – | – | ﹤0.01% | 660 |
|
2015
Q2 | $10K | Hold |
325
| – | – | ﹤0.01% | 645 |
|
2015
Q1 | $11K | Hold |
325
| – | – | ﹤0.01% | 646 |
|
2014
Q4 | $12K | Buy |
+325
| New | +$12K | ﹤0.01% | 684 |
|