Dimensional Fund Advisors’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 | $134M | Buy |
1,974,342
+34,988
| +2% | +$2.38M | 0.03% | 787 |
|
|
2025
Q1 | $137M | Buy |
1,939,354
+22,567
| +1% | +$1.6M | 0.03% | 720 |
|
|
2024
Q4 | $129M | Buy |
1,916,787
+80,744
| +4% | +$5.45M | 0.03% | 816 |
|
|
2024
Q3 | $120M | Sell |
1,836,043
-18,290
| -1% | -$1.19M | 0.03% | 883 |
|
|
2024
Q2 | $99M | Buy |
1,854,333
+174,653
| +10% | +$9.33M | 0.03% | 968 |
|
|
2024
Q1 | $90.3M | Buy |
1,679,680
+158,068
| +10% | +$8.5M | 0.02% | 1017 |
|
|
2023
Q4 | $94.2M | Sell |
1,521,612
-10,732
| -0.7% | -$664K | 0.03% | 956 |
|
|
2023
Q3 | $87.7M | Buy |
1,532,344
+7,494
| +0.5% | +$429K | 0.03% | 915 |
|
|
2023
Q2 | $94.8M | Buy |
1,524,850
+52,842
| +4% | +$3.28M | 0.03% | 884 |
|
|
2023
Q1 | $99.3M | Buy |
1,472,008
+67,807
| +5% | +$4.57M | 0.03% | 807 |
|
|
2022
Q4 | $98.5K | Buy |
1,404,201
+106,095
| +8% | +$7.44K | 0.03% | 783 |
|
|
2022
Q3 | $83.1M | Sell |
1,298,106
-15,928
| -1% | -$1.02M | 0.03% | 845 |
|
|
2022
Q2 | $93M | Sell |
1,314,034
-4,539
| -0.3% | -$321K | 0.03% | 785 |
|
|
2022
Q1 | $95.2M | Buy |
1,318,573
+104,140
| +9% | +$7.52M | 0.03% | 883 |
|
|
2021
Q4 | $82.2M | Buy |
1,214,433
+17,779
| +1% | +$1.2M | 0.02% | 1040 |
|
|
2021
Q3 | $74.8M | Sell |
1,196,654
-2,276
| -0.2% | -$142K | 0.02% | 1075 |
|
|
2021
Q2 | $79M | Sell |
1,198,930
-4,757
| -0.4% | -$313K | 0.03% | 1050 |
|
|
2021
Q1 | $80.1M | Sell |
1,203,687
-17,394
| -1% | -$1.16M | 0.03% | 1027 |
|
|
2020
Q4 | $81.4M | Buy |
1,221,081
+9,132
| +0.8% | +$609K | 0.03% | 951 |
|
|
2020
Q3 | $83.6M | Buy |
1,211,949
+16,599
| +1% | +$1.15M | 0.04% | 727 |
|
|
2020
Q2 | $74.7M | Sell |
1,195,350
-6,236
| -0.5% | -$390K | 0.03% | 796 |
|
|
2020
Q1 | $72.5M | Sell |
1,201,586
-28,008
| -2% | -$1.69M | 0.04% | 660 |
|
|
2019
Q4 | $78.1M | Sell |
1,229,594
-7,742
| -0.6% | -$492K | 0.03% | 970 |
|
|
2019
Q3 | $80.3M | Sell |
1,237,336
-109,697
| -8% | -$7.12M | 0.03% | 889 |
|
|
2019
Q2 | $80.1M | Buy |
1,347,033
+13,977
| +1% | +$831K | 0.03% | 908 |
|
|
2019
Q1 | $74.9M | Buy |
1,333,056
+28,892
| +2% | +$1.62M | 0.03% | 941 |
|
|
2018
Q4 | $64.3M | Buy |
1,304,164
+103,533
| +9% | +$5.1M | 0.03% | 966 |
|
|
2018
Q3 | $56.7M | Buy |
1,200,631
+108,826
| +10% | +$5.14M | 0.02% | 1333 |
|
|
2018
Q2 | $49.9M | Buy |
1,091,805
+8,302
| +0.8% | +$379K | 0.02% | 1430 |
|
|
2018
Q1 | $49.3M | Buy |
1,083,503
+7,160
| +0.7% | +$326K | 0.02% | 1364 |
|
|
2017
Q4 | $51.8M | Buy |
1,076,343
+15,802
| +1% | +$760K | 0.02% | 1321 |
|
|
2017
Q3 | $50.2M | Buy |
1,060,541
+947
| +0.1% | +$44.8K | 0.02% | 1297 |
|
|
2017
Q2 | $48.6M | Buy |
1,059,594
+12,289
| +1% | +$564K | 0.02% | 1266 |
|
|
2017
Q1 | $46.6M | Buy |
1,047,305
+14,498
| +1% | +$644K | 0.02% | 1259 |
|
|
2016
Q4 | $42M | Buy |
1,032,807
+1,623
| +0.2% | +$66.1K | 0.02% | 1323 |
|
|
2016
Q3 | $42.4M | Buy |
1,031,184
+41,925
| +4% | +$1.73M | 0.02% | 1217 |
|
|
2016
Q2 | $44.3M | Buy |
989,259
+5,333
| +0.5% | +$239K | 0.03% | 1099 |
|
|
2016
Q1 | $41.1M | Buy |
983,926
+17,345
| +2% | +$725K | 0.02% | 1142 |
|
|
2015
Q4 | $34.7M | Buy |
966,581
+34,711
| +4% | +$1.25M | 0.02% | 1244 |
|
|
2015
Q3 | $33M | Sell |
931,870
-2,848
| -0.3% | -$101K | 0.02% | 1232 |
|
|
2015
Q2 | $30.1M | Buy |
934,718
+137,915
| +17% | +$4.44M | 0.02% | 1429 |
|
|
2015
Q1 | $27.7M | Buy |
796,803
+110,328
| +16% | +$3.84M | 0.02% | 1462 |
|
|
2014
Q4 | $24.7M | Buy |
686,475
+34,979
| +5% | +$1.26M | 0.02% | 1516 |
|
|
2014
Q3 | $19.8M | Sell |
651,496
-9,946
| -2% | -$302K | 0.01% | 1652 |
|
|
2014
Q2 | $21.3M | Buy |
661,442
+30,942
| +5% | +$997K | 0.01% | 1599 |
|
|
2014
Q1 | $19.1M | Buy |
630,500
+8,450
| +1% | +$257K | 0.01% | 1619 |
|
|
2013
Q4 | $17.4M | Sell |
622,050
-1,520
| -0.2% | -$42.5K | 0.01% | 1688 |
|
|
2013
Q3 | $17.2M | Buy |
623,570
+61,575
| +11% | +$1.7M | 0.01% | 1601 |
|
|
2013
Q2 | $15.9M | Buy |
+561,995
| New | +$15.9M | 0.02% | 1549 |
|