Cambridge Investment Research Advisors’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 | $6.28M | Sell |
92,157
-5,179
| -5% | -$353K | 0.02% | 729 |
|
|
2025
Q1 | $6.89M | Buy |
97,336
+1,065
| +1% | +$75.4K | 0.02% | 653 |
|
|
2024
Q4 | $6.5M | Sell |
96,271
-7,263
| -7% | -$490K | 0.02% | 664 |
|
|
2024
Q3 | $6.76M | Buy |
103,534
+9,470
| +10% | +$618K | 0.02% | 651 |
|
|
2024
Q2 | $5.02M | Sell |
94,064
-22,704
| -19% | -$1.21M | 0.02% | 752 |
|
|
2024
Q1 | $6.28M | Buy |
116,768
+590
| +0.5% | +$31.7K | 0.02% | 632 |
|
|
2023
Q4 | $7.19M | Buy |
116,178
+1,869
| +2% | +$116K | 0.03% | 545 |
|
|
2023
Q3 | $6.54M | Buy |
114,309
+403
| +0.4% | +$23.1K | 0.03% | 538 |
|
|
2023
Q2 | $7.08M | Buy |
113,906
+13,511
| +13% | +$840K | 0.03% | 500 |
|
|
2023
Q1 | $6.77M | Buy |
100,395
+6,376
| +7% | +$430K | 0.03% | 491 |
|
|
2022
Q4 | $6.59M | Sell |
94,019
-640
| -0.7% | -$44.9K | 0.03% | 491 |
|
|
2022
Q3 | $6.06M | Buy |
94,659
+13,057
| +16% | +$836K | 0.03% | 482 |
|
|
2022
Q2 | $5.77M | Buy |
81,602
+5,004
| +7% | +$354K | 0.03% | 526 |
|
|
2022
Q1 | $5.53M | Buy |
76,598
+7,217
| +10% | +$521K | 0.03% | 593 |
|
|
2021
Q4 | $4.7M | Sell |
69,381
-2,425
| -3% | -$164K | 0.02% | 664 |
|
|
2021
Q3 | $4.49M | Sell |
71,806
-1,463
| -2% | -$91.4K | 0.02% | 654 |
|
|
2021
Q2 | $4.83M | Sell |
73,269
-1,518
| -2% | -$100K | 0.02% | 634 |
|
|
2021
Q1 | $4.97M | Buy |
74,787
+476
| +0.6% | +$31.7K | 0.03% | 565 |
|
|
2020
Q4 | $4.95M | Buy |
74,311
+278
| +0.4% | +$18.5K | 0.03% | 532 |
|
|
2020
Q3 | $5.11M | Sell |
74,033
-9,524
| -11% | -$657K | 0.03% | 455 |
|
|
2020
Q2 | $5.22M | Buy |
83,557
+5,934
| +8% | +$371K | 0.04% | 425 |
|
|
2020
Q1 | $4.68M | Sell |
77,623
-16,971
| -18% | -$1.02M | 0.04% | 381 |
|
|
2019
Q4 | $6.01M | Buy |
94,594
+11,765
| +14% | +$747K | 0.05% | 398 |
|
|
2019
Q3 | $5.38M | Buy |
82,829
+8,217
| +11% | +$533K | 0.05% | 380 |
|
|
2019
Q2 | $4.44M | Buy |
74,612
+974
| +1% | +$57.9K | 0.04% | 432 |
|
|
2019
Q1 | $4.14M | Sell |
73,638
-75,368
| -51% | -$4.24M | 0.04% | 432 |
|
|
2018
Q4 | $7.34M | Buy |
149,006
+2,891
| +2% | +$142K | 0.08% | 239 |
|
|
2018
Q3 | $6.9M | Buy |
146,115
+1,691
| +1% | +$79.8K | 0.07% | 284 |
|
|
2018
Q2 | $6.6M | Buy |
144,424
+1,539
| +1% | +$70.3K | 0.07% | 263 |
|
|
2018
Q1 | $6.5M | Buy |
142,885
+85,774
| +150% | +$3.9M | 0.07% | 257 |
|
|
2017
Q4 | $2.75M | Buy |
57,111
+4,401
| +8% | +$212K | 0.03% | 483 |
|
|
2017
Q3 | $2.49M | Sell |
52,710
-1,052
| -2% | -$49.8K | 0.03% | 465 |
|
|
2017
Q2 | $2.47M | Buy |
53,762
+3,295
| +7% | +$151K | 0.04% | 441 |
|
|
2017
Q1 | $2.24M | Buy |
50,467
+1,849
| +4% | +$82.2K | 0.04% | 415 |
|
|
2016
Q4 | $1.98M | Buy |
48,618
+5,449
| +13% | +$222K | 0.04% | 440 |
|
|
2016
Q3 | $1.78M | Sell |
43,169
-1,922
| -4% | -$79.1K | 0.03% | 462 |
|
|
2016
Q2 | $2.02M | Buy |
45,091
+196
| +0.4% | +$8.78K | 0.04% | 381 |
|
|
2016
Q1 | $1.88M | Buy |
44,895
+21
| +0% | +$878 | 0.04% | 368 |
|
|
2015
Q4 | $1.61M | Buy |
44,874
+1,531
| +4% | +$55K | 0.04% | 407 |
|
|
2015
Q3 | $1.54M | Sell |
43,343
-2,480
| -5% | -$87.8K | 0.04% | 370 |
|
|
2015
Q2 | $1.48M | Buy |
45,823
+3,950
| +9% | +$127K | 0.04% | 388 |
|
|
2015
Q1 | $1.46M | Sell |
41,873
-2,687
| -6% | -$93.6K | 0.04% | 380 |
|
|
2014
Q4 | $1.6M | Buy |
44,560
+4,325
| +11% | +$155K | 0.05% | 346 |
|
|
2014
Q3 | $1.22M | Buy |
40,235
+2,903
| +8% | +$88.2K | 0.04% | 448 |
|
|
2014
Q2 | $1.2M | Buy |
37,332
+2,425
| +7% | +$78.1K | 0.04% | 403 |
|
|
2014
Q1 | $1.06M | Buy |
34,907
+3,126
| +10% | +$94.9K | 0.04% | 408 |
|
|
2013
Q4 | $888K | Buy |
31,781
+195
| +0.6% | +$5.45K | 0.04% | 432 |
|
|
2013
Q3 | $872K | Buy |
31,586
+5,667
| +22% | +$156K | 0.04% | 413 |
|
|
2013
Q2 | $735K | Buy |
+25,919
| New | +$735K | 0.04% | 406 |
|