Campbell & Co Investment Adviser’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 | – | Sell |
-40,252
| Closed | -$2.85M | – | 1518 |
|
2025
Q1 | $2.85M | Buy |
+40,252
| New | +$2.85M | 0.22% | 104 |
|
2024
Q3 | – | Sell |
-11,593
| Closed | -$619K | – | 1375 |
|
2024
Q2 | $619K | Buy |
11,593
+4,720
| +69% | +$252K | 0.05% | 567 |
|
2024
Q1 | $369K | Buy |
+6,873
| New | +$369K | 0.03% | 832 |
|
2023
Q3 | – | Sell |
-6,415
| Closed | -$399K | – | 1221 |
|
2023
Q2 | $399K | Buy |
+6,415
| New | +$399K | 0.07% | 535 |
|
2021
Q4 | – | Sell |
-10,865
| Closed | -$679K | – | 850 |
|
2021
Q3 | $679K | Buy |
+10,865
| New | +$679K | 0.22% | 136 |
|
2021
Q2 | – | Sell |
-5,037
| Closed | -$335K | – | 740 |
|
2021
Q1 | $335K | Buy |
+5,037
| New | +$335K | 0.21% | 190 |
|
2020
Q1 | – | Sell |
-36,655
| Closed | -$2.33M | – | 536 |
|
2019
Q4 | $2.33M | Buy |
36,655
+24,630
| +205% | +$1.56M | 0.71% | 6 |
|
2019
Q3 | $780K | Buy |
+12,025
| New | +$780K | 0.29% | 70 |
|
2018
Q3 | – | Sell |
-12,700
| Closed | -$580K | – | 541 |
|
2018
Q2 | $580K | Buy |
+12,700
| New | +$580K | 0.45% | 40 |
|
2017
Q1 | – | Sell |
-6,438
| Closed | -$262K | – | 217 |
|
2016
Q4 | $262K | Buy |
+6,438
| New | +$262K | 0.81% | 49 |
|
2013
Q3 | – | Sell |
-90,400
| Closed | -$2.56M | – | 379 |
|
2013
Q2 | $2.56M | Buy |
+90,400
| New | +$2.56M | 0.49% | 63 |
|