Envestnet Asset 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 | $95.8M | Buy |
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|
2025
Q1 | $95.9M | Buy |
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|
2024
Q4 | $89.2M | Buy |
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|
2024
Q3 | $84.8M | Buy |
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|
2024
Q2 | $67.9M | Buy |
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|
2024
Q1 | $43.3M | Sell |
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|
2023
Q4 | $50.8M | Buy |
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|
2023
Q3 | $28.3M | Buy |
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|
2023
Q2 | $28.4M | Buy |
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|
2023
Q1 | $27.8M | Buy |
|
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|
2022
Q4 | $27.7M | Buy |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $24.9M | Sell |
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|
2022
Q1 | $25.6M | Buy |
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|
2021
Q4 | $14M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $11.6M | Buy |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $31.8M | Buy |
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|
2020
Q3 | $28.4M | Buy |
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|
2020
Q2 | $21.5M | Buy |
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|
2020
Q1 | $17.2M | Buy |
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|
2019
Q4 | $17.1M | Sell |
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|
2019
Q3 | $23.3M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $10.1M | Buy |
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|
2018
Q4 | $8.1M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $958K | Sell |
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|
2018
Q1 | $976K | Sell |
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|
2017
Q4 | $1.06M | Buy |
|
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|
2017
Q3 | $1.02M | Sell |
|
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $965K | Sell |
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|
2016
Q4 | $946K | Sell |
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|
2016
Q3 | $983K | Sell |
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|
2016
Q2 | $2.61M | Sell |
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|
2016
Q1 | $3.58M | Buy |
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|
2015
Q4 | $2.63M | Sell |
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|
2015
Q3 | $2.98M | Sell |
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|
2015
Q2 | $2.88M | Sell |
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|
2015
Q1 | $3.48M | Buy |
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $732K | Sell |
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|
2014
Q2 | $816K | Sell |
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|
2014
Q1 | $842K | Buy |
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|
2013
Q4 | $59K | Buy |
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|
2013
Q3 | $57K | Sell |
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|
2013
Q2 | $75K | Buy |
|