Gateway Investment Advisers’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 | $457K | Sell |
6,714
-141
| -2% | -$9.6K | 0.01% | 380 |
|
|
2025
Q1 | $485K | Hold |
6,855
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $463K | Sell |
6,855
-242
| -3% | -$16.3K | 0.01% | 387 |
|
|
2024
Q3 | $463K | Sell |
7,097
-2,977
| -30% | -$194K | 0.01% | 395 |
|
|
2024
Q2 | $538K | Sell |
10,074
-192,673
| -95% | -$10.3M | 0.01% | 376 |
|
|
2024
Q1 | $10.9M | Sell |
202,747
-249,855
| -55% | -$13.4M | 0.12% | 139 |
|
|
2023
Q4 | $28M | Buy |
452,602
+108,371
| +31% | +$6.71M | 0.33% | 83 |
|
|
2023
Q3 | $19.7M | Buy |
344,231
+335,146
| +3,689% | +$19.2M | 0.25% | 101 |
|
|
2023
Q2 | $565K | Sell |
9,085
-74
| -0.8% | -$4.6K | 0.01% | 372 |
|
|
2023
Q1 | $618K | Sell |
9,159
-201
| -2% | -$13.6K | 0.01% | 369 |
|
|
2022
Q4 | $656K | Buy |
9,360
+1,363
| +17% | +$95.6K | 0.01% | 389 |
|
|
2022
Q3 | $512K | Sell |
7,997
-1,354
| -14% | -$86.7K | 0.01% | 404 |
|
|
2022
Q2 | $662K | Buy |
9,351
+30
| +0.3% | +$2.12K | 0.01% | 394 |
|
|
2022
Q1 | $673K | Buy |
9,321
+2,791
| +43% | +$202K | 0.01% | 401 |
|
|
2021
Q4 | $442K | Buy |
6,530
+2,476
| +61% | +$168K | ﹤0.01% | 433 |
|
|
2021
Q3 | $253K | Buy |
4,054
+54
| +1% | +$3.37K | ﹤0.01% | 498 |
|
|
2021
Q2 | $264K | Hold |
4,000
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $266K | Sell |
4,000
-345
| -8% | -$22.9K | ﹤0.01% | 496 |
|
|
2020
Q4 | $290K | Buy |
4,345
+413
| +11% | +$27.6K | ﹤0.01% | 476 |
|
|
2020
Q3 | $271K | Sell |
3,932
-22
| -0.6% | -$1.52K | ﹤0.01% | 467 |
|
|
2020
Q2 | $247K | Sell |
3,954
-697
| -15% | -$43.5K | ﹤0.01% | 487 |
|
|
2020
Q1 | $280K | Buy |
4,651
+1
| +0% | +$60 | ﹤0.01% | 461 |
|
|
2019
Q4 | $295K | Sell |
4,650
-983
| -17% | -$62.4K | ﹤0.01% | 493 |
|
|
2019
Q3 | $366K | Sell |
5,633
-14,450
| -72% | -$939K | ﹤0.01% | 482 |
|
|
2019
Q2 | $1.2M | Sell |
20,083
-554
| -3% | -$33K | 0.01% | 426 |
|
|
2019
Q1 | $1.16M | Sell |
20,637
-3,336
| -14% | -$188K | 0.01% | 436 |
|
|
2018
Q4 | $1.18M | Sell |
23,973
-2,349
| -9% | -$116K | 0.01% | 432 |
|
|
2018
Q3 | $1.24M | Buy |
26,322
+2,676
| +11% | +$126K | 0.01% | 429 |
|
|
2018
Q2 | $1.08M | Sell |
23,646
-2,115
| -8% | -$96.6K | 0.01% | 447 |
|
|
2018
Q1 | $1.17M | Sell |
25,761
-1,758
| -6% | -$80K | 0.01% | 445 |
|
|
2017
Q4 | $1.32M | Sell |
27,519
-4,124
| -13% | -$198K | 0.01% | 445 |
|
|
2017
Q3 | $1.5M | Buy |
31,643
+620
| +2% | +$29.3K | 0.01% | 437 |
|
|
2017
Q2 | $1.42M | Sell |
31,023
-288
| -0.9% | -$13.2K | 0.01% | 426 |
|
|
2017
Q1 | $1.39M | Sell |
31,311
-3,283
| -9% | -$146K | 0.01% | 419 |
|
|
2016
Q4 | $1.41M | Sell |
34,594
-155
| -0.4% | -$6.31K | 0.01% | 423 |
|
|
2016
Q3 | $1.43M | Sell |
34,749
-76
| -0.2% | -$3.13K | 0.01% | 416 |
|
|
2016
Q2 | $1.56M | Sell |
34,825
-727
| -2% | -$32.5K | 0.01% | 410 |
|
|
2016
Q1 | $1.49M | Sell |
35,552
-17,640
| -33% | -$738K | 0.01% | 403 |
|
|
2015
Q4 | $1.91M | Buy |
53,192
+58
| +0.1% | +$2.08K | 0.02% | 406 |
|
|
2015
Q3 | $1.88M | Sell |
53,134
-3,308
| -6% | -$117K | 0.02% | 394 |
|
|
2015
Q2 | $1.82M | Sell |
56,442
-1,255
| -2% | -$40.4K | 0.02% | 423 |
|
|
2015
Q1 | $2.01M | Buy |
57,697
+207
| +0.4% | +$7.2K | 0.02% | 411 |
|
|
2014
Q4 | $2.07M | Sell |
57,490
-2,015
| -3% | -$72.4K | 0.02% | 404 |
|
|
2014
Q3 | $1.81M | Buy |
59,505
+150
| +0.3% | +$4.56K | 0.01% | 457 |
|
|
2014
Q2 | $1.91M | Buy |
59,355
+8,640
| +17% | +$278K | 0.01% | 447 |
|
|
2014
Q1 | $1.54M | Sell |
50,715
-1,453
| -3% | -$44.1K | 0.01% | 453 |
|
|
2013
Q4 | $1.46M | Sell |
52,168
-500
| -0.9% | -$14K | 0.01% | 465 |
|
|
2013
Q3 | $1.45M | Buy |
52,668
+4,707
| +10% | +$130K | 0.01% | 458 |
|
|
2013
Q2 | $1.36M | Buy |
+47,961
| New | +$1.36M | 0.01% | 445 |
|