Cresset Asset Management’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 | $8.71M | Sell |
126,878
-1,740
| -1% | -$119K | 0.04% | 263 |
|
|
2025
Q1 | $9.18M | Buy |
128,618
+117,882
| +1,098% | +$8.41M | 0.05% | 236 |
|
|
2024
Q4 | $725K | Sell |
10,736
-36,012
| -77% | -$2.43M | ﹤0.01% | 906 |
|
|
2024
Q3 | $3.07M | Buy |
46,748
+7,834
| +20% | +$515K | 0.01% | 602 |
|
|
2024
Q2 | $2.1M | Buy |
38,914
+6,036
| +18% | +$325K | 0.01% | 682 |
|
|
2024
Q1 | $1.78M | Sell |
32,878
-6,374
| -16% | -$345K | 0.01% | 687 |
|
|
2023
Q4 | $2.45M | Buy |
39,252
+7,680
| +24% | +$479K | 0.01% | 489 |
|
|
2023
Q3 | $1.82M | Buy |
31,572
+2,598
| +9% | +$150K | 0.01% | 564 |
|
|
2023
Q2 | $1.81M | Buy |
28,974
+23,706
| +450% | +$1.48M | ﹤0.01% | 554 |
|
|
2023
Q1 | $356K | Buy |
+5,268
| New | +$356K | 0.01% | 580 |
|
|
2022
Q4 | – | Sell |
-4,155
| Closed | -$266K | – | 915 |
|
|
2022
Q3 | $266K | Sell |
4,155
-4,944
| -54% | -$317K | ﹤0.01% | 708 |
|
|
2022
Q2 | $647K | Sell |
9,099
-1,606
| -15% | -$114K | 0.01% | 485 |
|
|
2022
Q1 | $777K | Sell |
10,705
-710
| -6% | -$51.5K | 0.01% | 473 |
|
|
2021
Q4 | $778K | Buy |
11,415
+3,601
| +46% | +$245K | 0.01% | 532 |
|
|
2021
Q3 | $492K | Sell |
7,814
-94
| -1% | -$5.92K | 0.01% | 630 |
|
|
2021
Q2 | $525K | Buy |
7,908
+4,623
| +141% | +$307K | 0.01% | 537 |
|
|
2021
Q1 | $218K | Sell |
3,285
-715
| -18% | -$47.4K | ﹤0.01% | 824 |
|
|
2020
Q4 | $268K | Sell |
4,000
-297
| -7% | -$19.9K | ﹤0.01% | 594 |
|
|
2020
Q3 | $299K | Sell |
4,297
-252
| -6% | -$17.5K | 0.01% | 512 |
|
|
2020
Q2 | $286K | Buy |
4,549
+21
| +0.5% | +$1.32K | 0.01% | 479 |
|
|
2020
Q1 | $275K | Buy |
4,528
+550
| +14% | +$33.4K | 0.01% | 420 |
|
|
2019
Q4 | $254K | Buy |
3,978
+292
| +8% | +$18.6K | 0.01% | 484 |
|
|
2019
Q3 | $241K | Buy |
3,686
+167
| +5% | +$10.9K | 0.01% | 444 |
|
|
2019
Q2 | $209K | Buy |
3,519
+103
| +3% | +$6.12K | 0.01% | 436 |
|
|
2019
Q1 | $193K | Buy |
3,416
+489
| +17% | +$27.6K | 0.01% | 385 |
|
|
2018
Q4 | $145K | Buy |
+2,927
| New | +$145K | 0.01% | 265 |
|