Gotham 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 | $392K | Buy |
5,756
+2,555
| +80% | +$174K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $227K | Sell |
3,201
-44
| -1% | -$3.12K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $219K | Buy |
3,245
+5
| +0.2% | +$338 | ﹤0.01% | 1340 |
|
|
2024
Q3 | $212K | Buy |
+3,240
| New | +$212K | ﹤0.01% | 1326 |
|
|
2024
Q2 | – | Sell |
-7,949
| Closed | -$427K | – | 1515 |
|
|
2024
Q1 | $427K | Sell |
7,949
-4,475
| -36% | -$241K | 0.01% | 1099 |
|
|
2023
Q4 | $769K | Buy |
12,424
+6,791
| +121% | +$420K | 0.01% | 856 |
|
|
2023
Q3 | $322K | Buy |
+5,633
| New | +$322K | 0.01% | 1098 |
|
|
2022
Q4 | – | Sell |
-5,164
| Closed | -$330K | – | 1322 |
|
|
2022
Q3 | $330K | Buy |
5,164
+2,254
| +77% | +$144K | 0.01% | 957 |
|
|
2022
Q2 | $206K | Buy |
+2,910
| New | +$206K | 0.01% | 1036 |
|
|
2020
Q4 | – | Sell |
-3,020
| Closed | -$208K | – | 1112 |
|
|
2020
Q3 | $208K | Buy |
+3,020
| New | +$208K | 0.01% | 930 |
|
|
2020
Q2 | – | Sell |
-12,634
| Closed | -$762K | – | 1218 |
|
|
2020
Q1 | $762K | Buy |
+12,634
| New | +$762K | 0.02% | 619 |
|
|
2019
Q4 | – | Sell |
-3,110
| Closed | -$202K | – | 1231 |
|
|
2019
Q3 | $202K | Sell |
3,110
-1,101
| -26% | -$71.5K | ﹤0.01% | 1015 |
|
|
2019
Q2 | $251K | Buy |
+4,211
| New | +$251K | ﹤0.01% | 1002 |
|
|
2018
Q3 | – | Sell |
-18,024
| Closed | -$823K | – | 1036 |
|
|
2018
Q2 | $823K | Buy |
18,024
+7,743
| +75% | +$354K | 0.01% | 613 |
|
|
2018
Q1 | $468K | Buy |
+10,281
| New | +$468K | 0.01% | 724 |
|
|
2017
Q2 | – | Sell |
-6,143
| Closed | -$273K | – | 1104 |
|
|
2017
Q1 | $273K | Buy |
+6,143
| New | +$273K | ﹤0.01% | 874 |
|