EPIQ Partners’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 | $1.9M | Hold |
27,873
| – | – | 0.97% | 31 |
|
|
2025
Q1 | $1.97M | Sell |
27,873
-999
| -3% | -$70.7K | 1.04% | 31 |
|
|
2024
Q4 | $1.95M | Hold |
28,872
| – | – | 1.05% | 31 |
|
|
2024
Q3 | $1.89M | Buy |
28,872
+1
| +0% | +$65 | 1.04% | 28 |
|
|
2024
Q2 | $1.54M | Sell |
28,871
-201
| -0.7% | -$10.7K | 1.04% | 30 |
|
|
2024
Q1 | $1.56M | Buy |
29,072
+202
| +0.7% | +$10.9K | 1.04% | 30 |
|
|
2023
Q4 | $1.79M | Sell |
28,870
-2,299
| -7% | -$142K | 1.28% | 28 |
|
|
2023
Q3 | $1.78M | Sell |
31,169
-1,050
| -3% | -$60.1K | 1.35% | 25 |
|
|
2023
Q2 | $2M | Buy |
32,219
+1
| +0% | +$62 | 1.36% | 25 |
|
|
2023
Q1 | $2.17M | Sell |
32,218
-300
| -0.9% | -$20.2K | 1.5% | 26 |
|
|
2022
Q4 | $2.28M | Buy |
32,518
+1
| +0% | +$70 | 1.52% | 27 |
|
|
2022
Q3 | $2.08M | Hold |
32,517
| – | – | 1.29% | 31 |
|
|
2022
Q2 | $2.3M | Buy |
32,517
+1
| +0% | +$71 | 1.41% | 29 |
|
|
2022
Q1 | $2.35M | Hold |
32,516
| – | – | 1.26% | 32 |
|
|
2021
Q4 | $2.2M | Buy |
32,516
+10
| +0% | +$677 | 1.17% | 35 |
|
|
2021
Q3 | $2.03M | Buy |
32,506
+4,050
| +14% | +$253K | 0.94% | 41 |
|
|
2021
Q2 | $1.88M | Hold |
28,456
| – | – | 0.94% | 39 |
|
|
2021
Q1 | $1.89M | Sell |
28,456
-418
| -1% | -$27.8K | 1.08% | 35 |
|
|
2020
Q4 | $1.93M | Hold |
28,874
| – | – | 1.34% | 30 |
|
|
2020
Q3 | $2.07M | Hold |
28,874
| – | – | 1.56% | 24 |
|
|
2020
Q2 | $1.81M | Hold |
28,874
| – | – | 1.65% | 23 |
|
|
2020
Q1 | $1.74M | Hold |
28,874
| – | – | 1.93% | 19 |
|
|
2019
Q4 | $1.83M | Buy |
+28,874
| New | +$1.83M | 1.86% | 24 |
|