Fisher Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,866
| Closed | -$203K | – | 1087 |
|
|
2025
Q1 | $203K | Buy |
+2,866
| New | +$203K | ﹤0.01% | 977 |
|
|
2022
Q1 | – | Sell |
-5,773
| Closed | -$391K | – | 1018 |
|
|
2021
Q4 | $391K | Sell |
5,773
-1,079
| -16% | -$73.1K | ﹤0.01% | 804 |
|
|
2021
Q3 | $428K | Buy |
6,852
+640
| +10% | +$40K | ﹤0.01% | 752 |
|
|
2021
Q2 | $409K | Sell |
6,212
-584
| -9% | -$38.5K | ﹤0.01% | 749 |
|
|
2021
Q1 | $452K | Sell |
6,796
-1,076
| -14% | -$71.6K | ﹤0.01% | 719 |
|
|
2020
Q4 | $525K | Buy |
+7,872
| New | +$525K | ﹤0.01% | 702 |
|
|
2020
Q3 | – | Sell |
-3,281
| Closed | -$205K | – | 896 |
|
|
2020
Q2 | $205K | Buy |
+3,281
| New | +$205K | ﹤0.01% | 778 |
|
|
2018
Q4 | – | Sell |
-6,956
| Closed | -$328K | – | 855 |
|
|
2018
Q3 | $328K | Buy |
+6,956
| New | +$328K | ﹤0.01% | 700 |
|
|
2018
Q2 | – | Sell |
-5,575
| Closed | -$254K | – | 837 |
|
|
2018
Q1 | $254K | Buy |
5,575
+27
| +0.5% | +$1.23K | ﹤0.01% | 707 |
|
|
2017
Q4 | $267K | Buy |
5,548
+688
| +14% | +$33.1K | ﹤0.01% | 763 |
|
|
2017
Q3 | $230K | Buy |
+4,860
| New | +$230K | ﹤0.01% | 731 |
|