Horizon Investments’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 | $1.57M | Buy |
23,125
+12,065
| +109% | +$822K | 0.02% | 452 |
|
|
2025
Q1 | $783K | Buy |
11,060
+670
| +6% | +$47.4K | 0.02% | 306 |
|
|
2024
Q4 | $696K | Buy |
10,390
+198
| +2% | +$13.3K | 0.02% | 317 |
|
|
2024
Q3 | $666K | Buy |
10,192
+51
| +0.5% | +$3.33K | 0.02% | 319 |
|
|
2024
Q2 | $542K | Buy |
10,141
+155
| +2% | +$8.28K | 0.02% | 355 |
|
|
2024
Q1 | $537K | Buy |
9,986
+195
| +2% | +$10.5K | 0.01% | 351 |
|
|
2023
Q4 | $606K | Buy |
9,791
+2,425
| +33% | +$150K | 0.02% | 304 |
|
|
2023
Q3 | $421K | Buy |
7,366
+102
| +1% | +$5.84K | 0.01% | 344 |
|
|
2023
Q2 | $452K | Buy |
7,264
+627
| +9% | +$39K | 0.01% | 323 |
|
|
2023
Q1 | $448K | Sell |
6,637
-3,760
| -36% | -$254K | 0.01% | 313 |
|
|
2022
Q4 | $729K | Sell |
10,397
-3,065
| -23% | -$215K | 0.02% | 287 |
|
|
2022
Q3 | $862K | Buy |
13,462
+9,043
| +205% | +$579K | 0.03% | 236 |
|
|
2022
Q2 | $313K | Sell |
4,419
-229
| -5% | -$16.2K | 0.01% | 363 |
|
|
2022
Q1 | $335K | Buy |
4,648
+741
| +19% | +$53.4K | 0.01% | 423 |
|
|
2021
Q4 | $265K | Buy |
3,907
+346
| +10% | +$23.5K | 0.01% | 416 |
|
|
2021
Q3 | $223K | Buy |
3,561
+262
| +8% | +$16.4K | 0.01% | 439 |
|
|
2021
Q2 | $217K | Buy |
3,299
+85
| +3% | +$5.59K | 0.01% | 439 |
|
|
2021
Q1 | $214K | Buy |
+3,214
| New | +$214K | 0.01% | 416 |
|
|
2020
Q4 | – | Sell |
-4,954
| Closed | -$342K | – | 401 |
|
|
2020
Q3 | $342K | Sell |
4,954
-20,774
| -81% | -$1.43M | 0.01% | 331 |
|
|
2020
Q2 | $1.61M | Buy |
25,728
+20,201
| +365% | +$1.26M | 0.04% | 172 |
|
|
2020
Q1 | $333K | Buy |
5,527
+299
| +6% | +$18K | 0.02% | 223 |
|
|
2019
Q4 | $332K | Buy |
5,228
+531
| +11% | +$33.7K | 0.01% | 376 |
|
|
2019
Q3 | $305K | Sell |
4,697
-6,914
| -60% | -$449K | 0.01% | 241 |
|
|
2019
Q2 | $691K | Sell |
11,611
-30,358
| -72% | -$1.81M | 0.02% | 190 |
|
|
2019
Q1 | $2.36M | Buy |
41,969
+28,046
| +201% | +$1.58M | 0.08% | 115 |
|
|
2018
Q4 | $686K | Sell |
13,923
-909
| -6% | -$44.8K | 0.03% | 162 |
|
|
2018
Q3 | $700K | Sell |
14,832
-19,035
| -56% | -$898K | 0.02% | 167 |
|
|
2018
Q2 | $1.55M | Buy |
33,867
+3,025
| +10% | +$138K | 0.07% | 91 |
|
|
2018
Q1 | $1.4M | Buy |
30,842
+2,525
| +9% | +$115K | 0.06% | 95 |
|
|
2017
Q4 | $1.29M | Buy |
28,317
+15,197
| +116% | +$693K | 0.08% | 80 |
|
|
2017
Q3 | $598K | Sell |
13,120
-4,682
| -26% | -$213K | 0.03% | 117 |
|
|
2017
Q2 | $811K | Buy |
+17,802
| New | +$811K | 0.05% | 83 |
|