Duff & Phelps Investment Management’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 | $150M | Buy |
|
|||||
|
2025
Q1 | $140M | Hold |
|
|||||
|
2024
Q4 | $133M | Hold |
|
|||||
|
2024
Q3 | $129M | Hold |
|
|||||
|
2024
Q2 | $106M | Sell |
|
|||||
|
2024
Q1 | $117M | Buy |
|
|||||
|
2023
Q4 | $128M | Buy |
|
|||||
|
2023
Q3 | $117M | Sell |
|
|||||
|
2023
Q2 | $132M | Buy |
|
|||||
|
2023
Q1 | $139M | Buy |
|
|||||
|
2022
Q4 | $128M | Buy |
|
|||||
|
2022
Q3 | $107M | Buy |
|
|||||
|
2022
Q2 | $114M | Sell |
|
|||||
|
2022
Q1 | $149M | Buy |
|
|||||
|
2021
Q4 | $121M | Buy |
|
|||||
|
2021
Q3 | $107M | Sell |
|
|||||
|
2021
Q2 | $117M | Buy |
|
|||||
|
2021
Q1 | $108M | Hold |
|
|||||
|
2020
Q4 | $108M | Buy |
|
|||||
|
2020
Q3 | $100M | Sell |
|
|||||
|
2020
Q2 | $99.7M | Sell |
|
|||||
|
2020
Q1 | $103M | Sell |
|
|||||
|
2019
Q4 | $114M | Buy |
|
|||||
|
2019
Q3 | $114M | Sell |
|
|||||
|
2019
Q2 | $107M | Sell |
|
|||||
|
2019
Q1 | $108M | Sell |
|
|||||
|
2018
Q4 | $104M | Sell |
|
|||||
|
2018
Q3 | $99.4M | Sell |
|
|||||
|
2018
Q2 | $98.5M | Sell |
|
|||||
|
2018
Q1 | $98.1M | Buy |
|
|||||
|
2017
Q4 | $101M | Hold |
|
|||||
|
2017
Q3 | $98.8M | Sell |
|
|||||
|
2017
Q2 | $95.9M | Sell |
|
|||||
|
2017
Q1 | $92.9M | Sell |
|
|||||
|
2016
Q4 | $85.7M | Buy |
|
|||||
|
2016
Q3 | $84.2M | Buy |
|
|||||
|
2016
Q2 | $89.6M | Hold |
|
|||||
|
2016
Q1 | $83.6M | Hold |
|
|||||
|
2015
Q4 | $71.8M | Sell |
|
|||||
|
2015
Q3 | $85M | Hold |
|
|||||
|
2015
Q2 | $77.2M | Hold |
|
|||||
|
2015
Q1 | $83.5M | Hold |
|
|||||
|
2014
Q4 | $86.2M | Hold |
|
|||||
|
2014
Q3 | $73M | Sell |
|
|||||
|
2014
Q2 | $87M | Hold |
|
|||||
|
2014
Q1 | $82M | Hold |
|
|||||
|
2013
Q4 | $75.4M | Hold |
|
|||||
|
2013
Q3 | $74.5M | Sell |
|
|||||
|
2013
Q2 | $78.9M | Buy |
|