GW&K Investment 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 | $29K | Buy |
423
+32
| +8% | +$2.19K | ﹤0.01% | 621 |
|
|
2025
Q1 | $28K | Buy |
391
+44
| +13% | +$3.15K | ﹤0.01% | 585 |
|
|
2024
Q4 | $23K | Hold |
347
| – | – | ﹤0.01% | 595 |
|
|
2024
Q3 | $23K | Buy |
347
+18
| +5% | +$1.19K | ﹤0.01% | 586 |
|
|
2024
Q2 | $18K | Buy |
329
+103
| +46% | +$5.64K | ﹤0.01% | 595 |
|
|
2024
Q1 | $12K | Buy |
226
+9
| +4% | +$478 | ﹤0.01% | 661 |
|
|
2023
Q4 | $13K | Buy |
217
+31
| +17% | +$1.86K | ﹤0.01% | 614 |
|
|
2023
Q3 | $11K | Buy |
186
+32
| +21% | +$1.89K | ﹤0.01% | 600 |
|
|
2023
Q2 | $10K | Buy |
+154
| New | +$10K | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-1,242
| Closed | -$88K | – | 830 |
|
|
2022
Q2 | $88K | Buy |
1,242
+10
| +0.8% | +$709 | ﹤0.01% | 360 |
|
|
2022
Q1 | $89K | Buy |
+1,232
| New | +$89K | ﹤0.01% | 354 |
|