Dean Investment Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
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|
2025
Q1 | $9.33M | Sell |
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|
2024
Q4 | $9.34M | Buy |
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|
2024
Q3 | $8.53M | Buy |
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|
2024
Q2 | $4.95M | Sell |
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|
2024
Q1 | $5.19M | Buy |
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|
2023
Q4 | $3.64M | Sell |
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|
2023
Q3 | $4.55M | Sell |
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|
2023
Q2 | $6.52M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $977K | Buy |
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|
2018
Q1 | $961K | Buy |
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|
2017
Q4 | $992K | Buy |
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|
2017
Q3 | $937K | Buy |
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|
2017
Q2 | $899K | Buy |
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|
2017
Q1 | $842K | Buy |
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|
2016
Q4 | $664K | Buy |
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|
2016
Q3 | $624K | Buy |
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|
2016
Q2 | $671K | Sell |
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|
2016
Q1 | $630K | Buy |
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|
2015
Q4 | $530K | Hold |
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|
2015
Q3 | $523K | Hold |
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|
2015
Q2 | $475K | Buy |
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|
2015
Q1 | $418K | Sell |
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|
2014
Q4 | $528K | Sell |
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|
2014
Q3 | $476K | Sell |
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|
2014
Q2 | $506K | Sell |
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|
2014
Q1 | $487K | Buy |
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|
2013
Q4 | $370K | Buy |
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