Guggenheim Capital’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 | $20.2M | Buy |
297,116
+70,060
| +31% | +$4.77M | 0.16% | 112 |
|
|
2025
Q1 | $16.1M | Sell |
227,056
-4,873
| -2% | -$345K | 0.15% | 139 |
|
|
2024
Q4 | $15.7M | Buy |
231,929
+42,832
| +23% | +$2.89M | 0.13% | 156 |
|
|
2024
Q3 | $12.3M | Buy |
189,097
+14,493
| +8% | +$946K | 0.09% | 238 |
|
|
2024
Q2 | $9.33M | Sell |
174,604
-830
| -0.5% | -$44.3K | 0.07% | 318 |
|
|
2024
Q1 | $9.43M | Sell |
175,434
-29,256
| -14% | -$1.57M | 0.07% | 339 |
|
|
2023
Q4 | $12.7M | Buy |
204,690
+35,560
| +21% | +$2.2M | 0.1% | 228 |
|
|
2023
Q3 | $9.68M | Buy |
169,130
+10,719
| +7% | +$613K | 0.08% | 280 |
|
|
2023
Q2 | $9.85M | Buy |
158,411
+14,325
| +10% | +$891K | 0.08% | 298 |
|
|
2023
Q1 | $9.72M | Sell |
144,086
-1
| -0% | -$67 | 0.08% | 288 |
|
|
2022
Q4 | $10.1M | Sell |
144,087
-24,143
| -14% | -$1.69M | 0.09% | 277 |
|
|
2022
Q3 | $10.8M | Buy |
168,230
+24,370
| +17% | +$1.56M | 0.1% | 248 |
|
|
2022
Q2 | $10.2M | Sell |
143,860
-20,331
| -12% | -$1.44M | 0.08% | 293 |
|
|
2022
Q1 | $11.9M | Sell |
164,191
-17,794
| -10% | -$1.28M | 0.07% | 338 |
|
|
2021
Q4 | $12.3M | Buy |
181,985
+15,155
| +9% | +$1.03M | 0.06% | 346 |
|
|
2021
Q3 | $10.4M | Sell |
166,830
-5,973
| -3% | -$373K | 0.06% | 369 |
|
|
2021
Q2 | $11.4M | Buy |
172,803
+20,027
| +13% | +$1.32M | 0.07% | 355 |
|
|
2021
Q1 | $10.2M | Sell |
152,776
-27,616
| -15% | -$1.84M | 0.07% | 357 |
|
|
2020
Q4 | $12M | Buy |
180,392
+13,510
| +8% | +$901K | 0.08% | 273 |
|
|
2020
Q3 | $11.5M | Sell |
166,882
-47,914
| -22% | -$3.31M | 0.08% | 239 |
|
|
2020
Q2 | $13.4M | Buy |
214,796
+29,355
| +16% | +$1.83M | 0.1% | 188 |
|
|
2020
Q1 | $11.2M | Sell |
185,441
-92,580
| -33% | -$5.58M | 0.11% | 177 |
|
|
2019
Q4 | $17.7M | Buy |
278,021
+45,024
| +19% | +$2.86M | 0.13% | 168 |
|
|
2019
Q3 | $15.1M | Sell |
232,997
-14,666
| -6% | -$952K | 0.12% | 191 |
|
|
2019
Q2 | $14.7M | Sell |
247,663
-10,450
| -4% | -$622K | 0.12% | 179 |
|
|
2019
Q1 | $14.5M | Buy |
258,113
+41,036
| +19% | +$2.31M | 0.12% | 190 |
|
|
2018
Q4 | $10.7M | Buy |
217,077
+87,379
| +67% | +$4.31M | 0.09% | 240 |
|
|
2018
Q3 | $6.12M | Buy |
129,698
+14,780
| +13% | +$698K | 0.04% | 610 |
|
|
2018
Q2 | $5.25M | Sell |
114,918
-771,758
| -87% | -$35.3M | 0.04% | 687 |
|
|
2018
Q1 | $40.3M | Buy |
886,676
+84,047
| +10% | +$3.82M | 0.1% | 424 |
|
|
2017
Q4 | $38.6M | Sell |
802,629
-168,856
| -17% | -$8.12M | 0.09% | 461 |
|
|
2017
Q3 | $46M | Sell |
971,485
-111,376
| -10% | -$5.27M | 0.11% | 347 |
|
|
2017
Q2 | $49.7M | Buy |
1,082,861
+23,484
| +2% | +$1.08M | 0.13% | 295 |
|
|
2017
Q1 | $47.1M | Buy |
1,059,377
+52,072
| +5% | +$2.31M | 0.13% | 311 |
|
|
2016
Q4 | $41M | Buy |
1,007,305
+43,033
| +4% | +$1.75M | 0.12% | 350 |
|
|
2016
Q3 | $39.7M | Sell |
964,272
-156,997
| -14% | -$6.46M | 0.12% | 289 |
|
|
2016
Q2 | $50.2M | Buy |
1,121,269
+216,199
| +24% | +$9.68M | 0.16% | 168 |
|
|
2016
Q1 | $37.9M | Sell |
905,070
-79,599
| -8% | -$3.33M | 0.12% | 271 |
|
|
2015
Q4 | $35.4M | Sell |
984,669
-86,229
| -8% | -$3.1M | 0.1% | 344 |
|
|
2015
Q3 | $37.9M | Sell |
1,070,898
-406,920
| -28% | -$14.4M | 0.12% | 271 |
|
|
2015
Q2 | $47.6M | Buy |
1,477,818
+178,927
| +14% | +$5.76M | 0.12% | 255 |
|
|
2015
Q1 | $45.2M | Sell |
1,298,891
-2,985
| -0.2% | -$104K | 0.11% | 309 |
|
|
2014
Q4 | $46.8M | Sell |
1,301,876
-306
| -0% | -$11K | 0.12% | 263 |
|
|
2014
Q3 | $39.6M | Sell |
1,302,182
-245,750
| -16% | -$7.47M | 0.09% | 315 |
|
|
2014
Q2 | $49.9M | Buy |
1,547,932
+424,416
| +38% | +$13.7M | 0.13% | 189 |
|
|
2014
Q1 | $34.1M | Buy |
1,123,516
+237,786
| +27% | +$7.22M | 0.1% | 313 |
|
|
2013
Q4 | $24.7M | Sell |
885,730
-88,108
| -9% | -$2.46M | 0.08% | 450 |
|
|
2013
Q3 | $26.9M | Buy |
973,838
+337,032
| +53% | +$9.31M | 0.1% | 272 |
|
|
2013
Q2 | $18M | Buy |
+636,806
| New | +$18M | 0.08% | 391 |
|