Deseret Mutual Benefit Administrators’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 | $63.7K | Hold |
936
| – | – | 0.03% | 269 |
|
|
2025
Q1 | $66.3K | Hold |
936
| – | – | 0.03% | 260 |
|
|
2024
Q4 | $63.2K | Hold |
936
| – | – | 0.03% | 266 |
|
|
2024
Q3 | $61.1K | Hold |
936
| – | – | 0.03% | 278 |
|
|
2024
Q2 | $50K | Buy |
936
+164
| +21% | +$8.76K | 0.02% | 289 |
|
|
2024
Q1 | $41.5K | Hold |
772
| – | – | 0.02% | 319 |
|
|
2023
Q4 | $47.8K | Sell |
772
-202
| -21% | -$12.5K | 0.03% | 279 |
|
|
2023
Q3 | $55.7K | Sell |
974
-42
| -4% | -$2.4K | 0.03% | 279 |
|
|
2023
Q2 | $63.2K | Hold |
1,016
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $68.5K | Hold |
1,016
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $71.2K | Sell |
1,016
-863
| -46% | -$60.5K | 0.03% | 260 |
|
|
2022
Q3 | $120K | Sell |
1,879
-437
| -19% | -$27.9K | 0.03% | 261 |
|
|
2022
Q2 | $164K | Hold |
2,316
| – | – | 0.04% | 254 |
|
|
2022
Q1 | $167K | Sell |
2,316
-307
| -12% | -$22.1K | 0.03% | 273 |
|
|
2021
Q4 | $178K | Buy |
2,623
+219
| +9% | +$14.9K | 0.03% | 283 |
|
|
2021
Q3 | $150K | Sell |
2,404
-359
| -13% | -$22.4K | 0.03% | 297 |
|
|
2021
Q2 | $182K | Buy |
+2,763
| New | +$182K | 0.04% | 221 |
|