Daiwa Securities 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 | $13.2M | Buy |
193,482
+69,505
| +56% | +$4.73M | 0.05% | 223 |
|
|
2025
Q1 | $8.78M | Buy |
123,977
+4,742
| +4% | +$336K | 0.04% | 266 |
|
|
2024
Q4 | $8.05M | Buy |
119,235
+7,178
| +6% | +$485K | 0.04% | 279 |
|
|
2024
Q3 | $7.32M | Buy |
112,057
+49
| +0% | +$3.2K | 0.03% | 296 |
|
|
2024
Q2 | $5.98M | Buy |
112,008
+11,039
| +11% | +$590K | 0.03% | 299 |
|
|
2024
Q1 | $5.43M | Buy |
100,969
+20,068
| +25% | +$1.08M | 0.03% | 306 |
|
|
2023
Q4 | $5.01M | Buy |
80,901
+7,652
| +10% | +$474K | 0.03% | 301 |
|
|
2023
Q3 | $4.19M | Buy |
73,249
+8,354
| +13% | +$478K | 0.03% | 323 |
|
|
2023
Q2 | $4.04M | Sell |
64,895
-2,523
| -4% | -$157K | 0.03% | 319 |
|
|
2023
Q1 | $4.55M | Buy |
67,418
+1,193
| +2% | +$80.5K | 0.03% | 291 |
|
|
2022
Q4 | $4.64M | Buy |
66,225
+2,967
| +5% | +$208K | 0.04% | 274 |
|
|
2022
Q3 | $4.05M | Buy |
63,258
+8,702
| +16% | +$557K | 0.03% | 287 |
|
|
2022
Q2 | $3.86M | Buy |
54,556
+3,252
| +6% | +$230K | 0.03% | 301 |
|
|
2022
Q1 | $3.7M | Buy |
51,304
+4,498
| +10% | +$325K | 0.02% | 345 |
|
|
2021
Q4 | $3.17M | Buy |
46,806
+3,345
| +8% | +$226K | 0.02% | 385 |
|
|
2021
Q3 | $2.72M | Buy |
43,461
+3,536
| +9% | +$221K | 0.02% | 397 |
|
|
2021
Q2 | $2.63M | Buy |
39,925
+2,727
| +7% | +$180K | 0.02% | 386 |
|
|
2021
Q1 | $2.47M | Buy |
37,198
+3,342
| +10% | +$222K | 0.02% | 358 |
|
|
2020
Q4 | $2.26M | Buy |
33,856
+3,651
| +12% | +$243K | 0.02% | 360 |
|
|
2020
Q3 | $2.08M | Buy |
30,205
+4,481
| +17% | +$309K | 0.02% | 332 |
|
|
2020
Q2 | $1.55M | Hold |
25,724
| – | – | 0.03% | 273 |
|
|
2020
Q1 | $1.55M | Buy |
25,724
+916
| +4% | +$55.2K | 0.02% | 370 |
|
|
2019
Q4 | $1.58M | Sell |
24,808
-800
| -3% | -$50.8K | 0.01% | 410 |
|
|
2019
Q3 | $1.66M | Buy |
25,608
+2,788
| +12% | +$181K | 0.01% | 381 |
|
|
2019
Q2 | $1.36M | Buy |
22,820
+650
| +3% | +$38.7K | 0.01% | 424 |
|
|
2019
Q1 | $1.25M | Sell |
22,170
-746
| -3% | -$41.9K | 0.01% | 437 |
|
|
2018
Q4 | $1.13M | Buy |
22,916
+1,356
| +6% | +$66.8K | 0.01% | 425 |
|
|
2018
Q3 | $1.02M | Buy |
21,560
+1,714
| +9% | +$80.9K | 0.01% | 495 |
|
|
2018
Q2 | $906K | Hold |
19,846
| – | – | 0.01% | 502 |
|
|
2018
Q1 | $903K | Buy |
19,846
+4,914
| +33% | +$224K | 0.01% | 511 |
|
|
2017
Q4 | $718K | Sell |
14,932
-7,216
| -33% | -$347K | 0.01% | 546 |
|
|
2017
Q3 | $1.05M | Sell |
22,148
-102
| -0.5% | -$4.83K | 0.01% | 449 |
|
|
2017
Q2 | $1.02M | Sell |
22,250
-13,400
| -38% | -$615K | 0.01% | 442 |
|
|
2017
Q1 | $1.59M | Sell |
35,650
-6,550
| -16% | -$291K | 0.01% | 374 |
|
|
2016
Q4 | $1.72M | Sell |
42,200
-32,100
| -43% | -$1.31M | 0.01% | 303 |
|
|
2016
Q3 | $3.06M | Buy |
74,300
+4,400
| +6% | +$181K | 0.02% | 233 |
|
|
2016
Q2 | $3.13M | Buy |
69,900
+58,100
| +492% | +$2.6M | 0.02% | 228 |
|
|
2016
Q1 | $493K | Buy |
11,800
+500
| +4% | +$20.9K | ﹤0.01% | 487 |
|
|
2015
Q4 | $406K | Hold |
11,300
| – | – | ﹤0.01% | 519 |
|
|
2015
Q3 | $400K | Hold |
11,300
| – | – | ﹤0.01% | 530 |
|
|
2015
Q2 | $364K | Sell |
11,300
-24,800
| -69% | -$799K | ﹤0.01% | 589 |
|
|
2015
Q1 | $1.26M | Buy |
36,100
+23,700
| +191% | +$825K | 0.01% | 307 |
|
|
2014
Q4 | $445K | Sell |
12,400
-1,100
| -8% | -$39.5K | ﹤0.01% | 450 |
|
|
2014
Q3 | $410K | Hold |
13,500
| – | – | ﹤0.01% | 444 |
|
|
2014
Q2 | $435K | Hold |
13,500
| – | – | ﹤0.01% | 434 |
|
|
2014
Q1 | $410K | Sell |
13,500
-700
| -5% | -$21.3K | ﹤0.01% | 439 |
|
|
2013
Q4 | $397K | Sell |
14,200
-5,200
| -27% | -$145K | ﹤0.01% | 454 |
|
|
2013
Q3 | $536K | Sell |
19,400
-3,700
| -16% | -$102K | ﹤0.01% | 365 |
|
|
2013
Q2 | $655K | Buy |
+23,100
| New | +$655K | 0.01% | 355 |
|