CX Institutional’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 | $460K | Sell |
6,761
-65
| -1% | -$4.42K | 0.02% | 390 |
|
|
2025
Q1 | $483K | Buy |
6,826
+822
| +14% | +$58.2K | 0.02% | 371 |
|
|
2024
Q4 | $405K | Buy |
6,004
+2,158
| +56% | +$146K | 0.02% | 380 |
|
|
2024
Q3 | $251K | Buy |
+3,846
| New | +$251K | 0.01% | 501 |
|
|
2024
Q1 | – | Sell |
-5,707
| Closed | -$353K | – | 572 |
|
|
2023
Q4 | $353K | Sell |
5,707
-158
| -3% | -$9.78K | 0.02% | 372 |
|
|
2023
Q3 | $336K | Buy |
5,865
+613
| +12% | +$35.1K | 0.02% | 381 |
|
|
2023
Q2 | $327K | Sell |
5,252
-292
| -5% | -$18.2K | 0.02% | 413 |
|
|
2023
Q1 | $374K | Buy |
5,544
+903
| +19% | +$60.9K | 0.02% | 381 |
|
|
2022
Q4 | $325K | Buy |
4,641
+1,389
| +43% | +$97.4K | 0.02% | 420 |
|
|
2022
Q3 | $208K | Sell |
3,252
-85
| -3% | -$5.44K | 0.01% | 445 |
|
|
2022
Q2 | $236K | Buy |
+3,337
| New | +$236K | 0.02% | 413 |
|
|
2021
Q4 | – | Sell |
-841
| Closed | -$53K | – | 910 |
|
|
2021
Q3 | $53K | Sell |
841
-339
| -29% | -$21.4K | ﹤0.01% | 568 |
|
|
2021
Q2 | $78K | Buy |
1,180
+115
| +11% | +$7.6K | 0.01% | 485 |
|
|
2021
Q1 | $71K | Buy |
1,065
+546
| +105% | +$36.4K | 0.01% | 425 |
|
|
2020
Q4 | $35K | Sell |
519
-637
| -55% | -$43K | ﹤0.01% | 504 |
|
|
2020
Q3 | $80K | Buy |
1,156
+700
| +154% | +$48.4K | 0.01% | 335 |
|
|
2020
Q2 | $29K | Buy |
456
+100
| +28% | +$6.36K | ﹤0.01% | 389 |
|
|
2020
Q1 | $21K | Sell |
356
-74
| -17% | -$4.37K | ﹤0.01% | 377 |
|
|
2019
Q4 | $27K | Hold |
430
| – | – | ﹤0.01% | 321 |
|
|
2019
Q3 | $28K | Buy |
430
+24
| +6% | +$1.56K | ﹤0.01% | 339 |
|
|
2019
Q2 | $24K | Buy |
406
+32
| +9% | +$1.89K | ﹤0.01% | 388 |
|
|
2019
Q1 | $21K | Buy |
374
+99
| +36% | +$5.56K | ﹤0.01% | 399 |
|
|
2018
Q4 | $14K | Buy |
275
+22
| +9% | +$1.12K | ﹤0.01% | 341 |
|
|
2018
Q3 | $12K | Hold |
253
| – | – | ﹤0.01% | 248 |
|
|
2018
Q2 | $12K | Buy |
+253
| New | +$12K | ﹤0.01% | 225 |
|