Cypress Capital Group’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 | $685K | Sell |
10,060
-100
| -1% | -$6.81K | 0.09% | 138 |
|
2025
Q1 | $719K | Sell |
10,160
-576
| -5% | -$40.8K | 0.09% | 133 |
|
2024
Q4 | $725K | Sell |
10,736
-6,129
| -36% | -$414K | 0.09% | 146 |
|
2024
Q3 | $1.1M | Sell |
16,865
-1,177
| -7% | -$76.9K | 0.12% | 133 |
|
2024
Q2 | $964K | Sell |
18,042
-154
| -0.8% | -$8.23K | 0.12% | 135 |
|
2024
Q1 | $978K | Sell |
18,196
-125
| -0.7% | -$6.72K | 0.12% | 148 |
|
2023
Q4 | $1.13M | Sell |
18,321
-190
| -1% | -$11.8K | 0.15% | 123 |
|
2023
Q3 | $1.06M | Buy |
18,511
+2,686
| +17% | +$154K | 0.15% | 125 |
|
2023
Q2 | $984K | Sell |
15,825
-3,418
| -18% | -$212K | 0.14% | 141 |
|
2023
Q1 | $1.3M | Buy |
19,243
+3,008
| +19% | +$203K | 0.2% | 119 |
|
2022
Q4 | $1.14M | Buy |
16,235
+300
| +2% | +$21K | 0.17% | 127 |
|
2022
Q3 | $1.02M | Sell |
15,935
-1,250
| -7% | -$80K | 0.17% | 124 |
|
2022
Q2 | $1.22M | Sell |
17,185
-1,000
| -5% | -$70.8K | 0.19% | 113 |
|
2022
Q1 | $1.31M | Hold |
18,185
| – | – | 0.16% | 121 |
|
2021
Q4 | $1.23M | Sell |
18,185
-750
| -4% | -$50.8K | 0.15% | 124 |
|
2021
Q3 | $1.18M | Hold |
18,935
| – | – | 0.16% | 124 |
|
2021
Q2 | $1.25M | Sell |
18,935
-1,175
| -6% | -$77.4K | 0.17% | 122 |
|
2021
Q1 | $1.34M | Sell |
20,110
-400
| -2% | -$26.6K | 0.19% | 114 |
|
2020
Q4 | $1.37M | Sell |
20,510
-560
| -3% | -$37.3K | 0.21% | 110 |
|
2020
Q3 | $1.45M | Sell |
21,070
-231
| -1% | -$15.9K | 0.24% | 98 |
|
2020
Q2 | $1.33M | Sell |
21,301
-369
| -2% | -$23.1K | 0.24% | 92 |
|
2020
Q1 | $1.31M | Sell |
21,670
-100
| -0.5% | -$6.03K | 0.3% | 83 |
|
2019
Q4 | $1.38M | Hold |
21,770
| – | – | 0.25% | 98 |
|
2019
Q3 | $1.41M | Sell |
21,770
-2,550
| -10% | -$166K | 0.27% | 93 |
|
2019
Q2 | $1.45M | Sell |
24,320
-1,520
| -6% | -$90.4K | 0.29% | 87 |
|
2019
Q1 | $1.45M | Sell |
25,840
-250
| -1% | -$14K | 0.3% | 90 |
|
2018
Q4 | $1.29M | Sell |
26,090
-1,170
| -4% | -$57.6K | 0.29% | 88 |
|
2018
Q3 | $1.29M | Sell |
27,260
-900
| -3% | -$42.5K | 0.24% | 99 |
|
2018
Q2 | $1.29M | Sell |
28,160
-400
| -1% | -$18.3K | 0.27% | 97 |
|
2018
Q1 | $1.3M | Sell |
28,560
-1,350
| -5% | -$61.4K | 0.27% | 94 |
|
2017
Q4 | $1.44M | Hold |
29,910
| – | – | 0.3% | 90 |
|
2017
Q3 | $1.42M | Hold |
29,910
| – | – | 0.3% | 91 |
|
2017
Q2 | $1.37M | Sell |
29,910
-300
| -1% | -$13.8K | 0.3% | 92 |
|
2017
Q1 | $1.34M | Hold |
30,210
| – | – | 0.31% | 82 |
|
2016
Q4 | $1.23M | Sell |
30,210
-700
| -2% | -$28.5K | 0.29% | 83 |
|
2016
Q3 | $1.27M | Sell |
30,910
-3,210
| -9% | -$132K | 0.3% | 79 |
|
2016
Q2 | $1.53M | Sell |
34,120
-200
| -0.6% | -$8.96K | 0.36% | 74 |
|
2016
Q1 | $1.44M | Buy |
34,320
+2,410
| +8% | +$101K | 0.35% | 75 |
|
2015
Q4 | $1.15M | Sell |
31,910
-1,500
| -4% | -$53.9K | 0.28% | 82 |
|
2015
Q3 | $1.18M | Hold |
33,410
| – | – | 0.29% | 80 |
|
2015
Q2 | $1.08M | Sell |
33,410
-1,440
| -4% | -$46.3K | 0.25% | 88 |
|
2015
Q1 | $1.21M | Sell |
34,850
-2,400
| -6% | -$83.5K | 0.28% | 84 |
|
2014
Q4 | $1.34M | Hold |
37,250
| – | – | 0.31% | 83 |
|
2014
Q3 | $1.13M | Sell |
37,250
-3,000
| -7% | -$91.2K | 0.27% | 87 |
|
2014
Q2 | $1.3M | Sell |
40,250
-2,600
| -6% | -$83.8K | 0.3% | 82 |
|
2014
Q1 | $1.3M | Sell |
42,850
-1,200
| -3% | -$36.4K | 0.32% | 79 |
|
2013
Q4 | $1.23M | Sell |
44,050
-800
| -2% | -$22.4K | 0.3% | 81 |
|
2013
Q3 | $1.24M | Sell |
44,850
-11,500
| -20% | -$317K | 0.31% | 82 |
|
2013
Q2 | $1.6M | Buy |
+56,350
| New | +$1.6M | 0.33% | 79 |
|