DZ Bank’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 | $486K | Sell |
7,140
-1,597
| -18% | -$109K | ﹤0.01% | 729 |
|
|
2025
Q1 | $618K | Buy |
+8,737
| New | +$618K | ﹤0.01% | 706 |
|
|
2024
Q4 | – | Sell |
-23,076
| Closed | -$1.51M | – | 1019 |
|
|
2024
Q3 | $1.51M | Hold |
23,076
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $1.23M | Buy |
23,076
+7,877
| +52% | +$421K | ﹤0.01% | 623 |
|
|
2024
Q1 | $817K | Sell |
15,199
-279,401
| -95% | -$15M | ﹤0.01% | 699 |
|
|
2023
Q4 | $18.2M | Hold |
294,600
| – | – | 0.02% | 248 |
|
|
2023
Q3 | $16.9M | Buy |
294,600
+290,600
| +7,265% | +$16.6M | 0.02% | 251 |
|
|
2023
Q2 | $249K | Hold |
4,000
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $270K | Hold |
4,000
| – | – | ﹤0.01% | 825 |
|
|
2022
Q4 | $280K | Hold |
4,000
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $256K | Hold |
4,000
| – | – | ﹤0.01% | 854 |
|
|
2022
Q2 | $283K | Hold |
4,000
| – | – | ﹤0.01% | 871 |
|
|
2022
Q1 | $289K | Sell |
4,000
-18,415
| -82% | -$1.33M | ﹤0.01% | 863 |
|
|
2021
Q4 | $1.53M | Hold |
22,415
| – | – | ﹤0.01% | 658 |
|
|
2021
Q3 | $1.4M | Hold |
22,415
| – | – | ﹤0.01% | 632 |
|
|
2021
Q2 | $1.48M | Sell |
22,415
-14,035
| -39% | -$925K | ﹤0.01% | 624 |
|
|
2021
Q1 | $2.42M | Hold |
36,450
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $2.39M | Buy |
36,450
+32,450
| +811% | +$2.13M | 0.01% | 508 |
|
|
2020
Q3 | $276K | Sell |
4,000
-4,664
| -54% | -$322K | ﹤0.01% | 656 |
|
|
2020
Q2 | $541K | Buy |
8,664
+4,664
| +117% | +$291K | ﹤0.01% | 574 |
|
|
2020
Q1 | $241K | Buy |
4,000
+1,000
| +33% | +$60.3K | ﹤0.01% | 635 |
|
|
2019
Q4 | $190K | Hold |
3,000
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $195K | Buy |
3,000
+1,000
| +50% | +$65K | ﹤0.01% | 644 |
|
|
2019
Q2 | $119K | Hold |
2,000
| – | – | ﹤0.01% | 670 |
|
|
2019
Q1 | $112K | Buy |
+2,000
| New | +$112K | ﹤0.01% | 674 |
|
|
2018
Q2 | – | Sell |
-3,477
| Closed | -$158K | – | 1075 |
|
|
2018
Q1 | $158K | Buy |
+3,477
| New | +$158K | ﹤0.01% | 945 |
|