Conning Inc’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $522K | Sell |
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|
2020
Q3 | $548K | Buy |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $517K | Sell |
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|
2019
Q3 | $540K | Sell |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $559K | Sell |
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|
2018
Q4 | $493K | Sell |
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|
2018
Q3 | $535K | Sell |
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|
2018
Q2 | $543K | Sell |
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|
2018
Q1 | $567K | Sell |
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|
2017
Q4 | $603K | Sell |
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|
2017
Q3 | $618K | Sell |
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|
2017
Q2 | $614K | Buy |
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|
2017
Q1 | $584K | Sell |
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|
2016
Q4 | $545K | Buy |
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|
2016
Q3 | $539K | Buy |
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|
2016
Q2 | $562K | Buy |
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|
2016
Q1 | $499K | Sell |
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|
2015
Q4 | $833K | Buy |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $442K | Sell |
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|
2015
Q1 | $485K | Hold |
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|
2014
Q4 | $501K | Sell |
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|
2014
Q3 | $434K | Sell |
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|
2014
Q2 | $460K | Sell |
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|
2014
Q1 | $456K | Buy |
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|
2013
Q4 | $396K | Buy |
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|
2013
Q3 | $320K | Buy |
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|
2013
Q2 | $317K | Buy |
|