Cookson Peirce & 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 | $1.37M | Buy |
20,093
+3,903
| +24% | +$266K | 0.06% | 125 |
|
|
2025
Q1 | $1.15M | Buy |
16,190
+2,021
| +14% | +$143K | 0.06% | 122 |
|
|
2024
Q4 | $957K | Buy |
+14,169
| New | +$957K | 0.04% | 131 |
|
|
2018
Q1 | – | Sell |
-287,415
| Closed | -$13.8M | – | 184 |
|
|
2017
Q4 | $13.8M | Sell |
287,415
-315
| -0.1% | -$15.2K | 1.29% | 33 |
|
|
2017
Q3 | $13.6M | Buy |
287,730
+10,830
| +4% | +$512K | 1.41% | 30 |
|
|
2017
Q2 | $12.7M | Buy |
+276,900
| New | +$12.7M | 1.43% | 28 |
|
|
2016
Q4 | – | Sell |
-127,380
| Closed | -$5.24M | – | 183 |
|
|
2016
Q3 | $5.24M | Sell |
127,380
-38,280
| -23% | -$1.57M | 0.74% | 45 |
|
|
2016
Q2 | $7.42M | Buy |
165,660
+842
| +0.5% | +$37.7K | 1.1% | 34 |
|
|
2016
Q1 | $6.89M | Sell |
164,818
-1,972
| -1% | -$82.5K | 1.09% | 35 |
|
|
2015
Q4 | $5.99M | Buy |
+166,790
| New | +$5.99M | 0.9% | 38 |
|