Envestnet Asset Management’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 | $95.8M | Buy |
1,407,412
+53,144
| +4% | +$3.62M | 0.03% | 505 |
|
|
2025
Q1 | $95.9M | Buy |
1,354,268
+32,635
| +2% | +$2.31M | 0.03% | 477 |
|
|
2024
Q4 | $89.2M | Buy |
1,321,633
+23,341
| +2% | +$1.58M | 0.03% | 502 |
|
|
2024
Q3 | $84.8M | Buy |
1,298,292
+27,677
| +2% | +$1.81M | 0.03% | 528 |
|
|
2024
Q2 | $67.9M | Buy |
1,270,615
+465,884
| +58% | +$24.9M | 0.02% | 553 |
|
|
2024
Q1 | $43.3M | Sell |
804,731
-15,567
| -2% | -$837K | 0.02% | 723 |
|
|
2023
Q4 | $50.8M | Buy |
820,298
+326,042
| +66% | +$20.2M | 0.02% | 611 |
|
|
2023
Q3 | $28.3M | Buy |
494,256
+36,934
| +8% | +$2.11M | 0.01% | 806 |
|
|
2023
Q2 | $28.4M | Buy |
457,322
+1,006
| +0.2% | +$62.5K | 0.01% | 748 |
|
|
2023
Q1 | $27.8M | Buy |
456,316
+60,584
| +15% | +$3.69M | 0.01% | 730 |
|
|
2022
Q4 | $27.7M | Buy |
395,732
+20,550
| +5% | +$1.44M | 0.01% | 697 |
|
|
2022
Q3 | $24M | Buy |
375,182
+23,111
| +7% | +$1.48M | 0.01% | 690 |
|
|
2022
Q2 | $24.9M | Sell |
352,071
-3,280
| -0.9% | -$232K | 0.01% | 681 |
|
|
2022
Q1 | $25.6M | Buy |
355,351
+148,092
| +71% | +$10.7M | 0.01% | 740 |
|
|
2021
Q4 | $14M | Buy |
207,259
+14,620
| +8% | +$990K | 0.01% | 1013 |
|
|
2021
Q3 | $12M | Buy |
192,639
+16,331
| +9% | +$1.02M | 0.01% | 1037 |
|
|
2021
Q2 | $11.6M | Buy |
176,308
+14,512
| +9% | +$956K | 0.01% | 1042 |
|
|
2021
Q1 | $10.8M | Sell |
161,796
-314,451
| -66% | -$20.9M | 0.01% | 998 |
|
|
2020
Q4 | $31.8M | Buy |
476,247
+65,425
| +16% | +$4.36M | 0.02% | 473 |
|
|
2020
Q3 | $28.4M | Buy |
410,822
+66,684
| +19% | +$4.6M | 0.03% | 446 |
|
|
2020
Q2 | $21.5M | Buy |
344,138
+59,439
| +21% | +$3.72M | 0.02% | 494 |
|
|
2020
Q1 | $17.2M | Buy |
284,699
+15,913
| +6% | +$960K | 0.02% | 506 |
|
|
2019
Q4 | $17.1M | Sell |
268,786
-90,057
| -25% | -$5.72M | 0.02% | 583 |
|
|
2019
Q3 | $23.3M | Buy |
358,843
+159,865
| +80% | +$10.4M | 0.03% | 444 |
|
|
2019
Q2 | $11.8M | Buy |
198,978
+19,007
| +11% | +$1.13M | 0.01% | 657 |
|
|
2019
Q1 | $10.1M | Buy |
179,971
+15,591
| +9% | +$876K | 0.01% | 682 |
|
|
2018
Q4 | $8.1M | Buy |
+164,380
| New | +$8.1M | 0.01% | 679 |
|
|
2018
Q3 | – | Sell |
-21,009
| Closed | -$958K | – | 2655 |
|
|
2018
Q2 | $958K | Sell |
21,009
-364
| -2% | -$16.6K | ﹤0.01% | 1072 |
|
|
2018
Q1 | $976K | Sell |
21,373
-723
| -3% | -$33K | ﹤0.01% | 957 |
|
|
2017
Q4 | $1.06M | Buy |
22,096
+430
| +2% | +$20.7K | ﹤0.01% | 1183 |
|
|
2017
Q3 | $1.02M | Sell |
21,666
-1,682
| -7% | -$79.5K | ﹤0.01% | 1157 |
|
|
2017
Q2 | $1.07M | Buy |
23,348
+1,579
| +7% | +$72.4K | ﹤0.01% | 1156 |
|
|
2017
Q1 | $965K | Sell |
21,769
-1,466
| -6% | -$65K | ﹤0.01% | 1232 |
|
|
2016
Q4 | $946K | Sell |
23,235
-651
| -3% | -$26.5K | ﹤0.01% | 1206 |
|
|
2016
Q3 | $983K | Sell |
23,886
-34,375
| -59% | -$1.41M | ﹤0.01% | 1257 |
|
|
2016
Q2 | $2.61M | Sell |
58,261
-27,448
| -32% | -$1.23M | 0.01% | 896 |
|
|
2016
Q1 | $3.58M | Buy |
85,709
+12,460
| +17% | +$521K | 0.02% | 716 |
|
|
2015
Q4 | $2.63M | Sell |
73,249
-11,007
| -13% | -$395K | 0.01% | 825 |
|
|
2015
Q3 | $2.98M | Sell |
84,256
-5,174
| -6% | -$183K | 0.01% | 769 |
|
|
2015
Q2 | $2.88M | Sell |
89,430
-10,446
| -10% | -$336K | 0.01% | 868 |
|
|
2015
Q1 | $3.48M | Buy |
99,876
+86,900
| +670% | +$3.03M | 0.02% | 724 |
|
|
2014
Q4 | $466K | Sell |
12,976
-11,093
| -46% | -$398K | ﹤0.01% | 732 |
|
|
2014
Q3 | $732K | Sell |
24,069
-1,260
| -5% | -$38.3K | 0.01% | 671 |
|
|
2014
Q2 | $816K | Sell |
25,329
-2,395
| -9% | -$77.2K | 0.01% | 619 |
|
|
2014
Q1 | $842K | Buy |
27,724
+25,598
| +1,204% | +$777K | 0.01% | 523 |
|
|
2013
Q4 | $59K | Buy |
2,126
+77
| +4% | +$2.14K | ﹤0.01% | 1169 |
|
|
2013
Q3 | $57K | Sell |
2,049
-612
| -23% | -$17K | ﹤0.01% | 1165 |
|
|
2013
Q2 | $75K | Buy |
+2,661
| New | +$75K | ﹤0.01% | 1075 |
|