IFM Investors’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 | $8.63M | Buy |
126,720
+1,423
| +1% | +$96.9K | 0.08% | 227 |
|
2025
Q1 | $8.87M | Sell |
125,297
-35,702
| -22% | -$2.53M | 0.1% | 206 |
|
2024
Q4 | $10.9M | Buy |
160,999
+1,088
| +0.7% | +$73.5K | 0.11% | 176 |
|
2024
Q3 | $10.4M | Sell |
159,911
-31,863
| -17% | -$2.08M | 0.1% | 193 |
|
2024
Q2 | $10.2M | Buy |
191,774
+2,529
| +1% | +$135K | 0.1% | 183 |
|
2024
Q1 | $10.2M | Buy |
189,245
+2,682
| +1% | +$144K | 0.11% | 180 |
|
2023
Q4 | $11.6M | Buy |
186,563
+510
| +0.3% | +$31.6K | 0.14% | 146 |
|
2023
Q3 | $10.6M | Buy |
186,053
+7,943
| +4% | +$454K | 0.14% | 138 |
|
2023
Q2 | $11.1M | Buy |
178,110
+45,563
| +34% | +$2.83M | 0.15% | 138 |
|
2023
Q1 | $8.94M | Buy |
132,547
+2,314
| +2% | +$156K | 0.14% | 152 |
|
2022
Q4 | $9.13M | Sell |
130,233
-33,730
| -21% | -$2.36M | 0.15% | 140 |
|
2022
Q3 | $10.5M | Buy |
163,963
+654
| +0.4% | +$41.9K | 0.19% | 109 |
|
2022
Q2 | $11.6M | Sell |
163,309
-2,745
| -2% | -$194K | 0.2% | 101 |
|
2022
Q1 | $12M | Buy |
166,054
+101,131
| +156% | +$7.3M | 0.19% | 106 |
|
2021
Q4 | $4.4M | Sell |
64,923
-1,954
| -3% | -$132K | 0.08% | 251 |
|
2021
Q3 | $4.18M | Sell |
66,877
-141
| -0.2% | -$8.81K | 0.09% | 229 |
|
2021
Q2 | $4.42M | Buy |
67,018
+11,491
| +21% | +$757K | 0.09% | 226 |
|
2021
Q1 | $3.69M | Buy |
55,527
+6,866
| +14% | +$457K | 0.1% | 214 |
|
2020
Q4 | $3.24M | Buy |
48,661
+7,363
| +18% | +$491K | 0.1% | 200 |
|
2020
Q3 | $2.85M | Buy |
41,298
+4,709
| +13% | +$325K | 0.12% | 162 |
|
2020
Q2 | $2.29M | Sell |
36,589
-15,017
| -29% | -$939K | 0.12% | 162 |
|
2020
Q1 | $3.23M | Sell |
51,606
-1,067
| -2% | -$66.7K | 0.14% | 144 |
|
2019
Q4 | $3.34M | Sell |
52,673
-2,159
| -4% | -$137K | 0.12% | 177 |
|
2019
Q3 | $3.56M | Buy |
54,832
+18,383
| +50% | +$1.19M | 0.13% | 172 |
|
2019
Q2 | $2.17M | Buy |
36,449
+3,073
| +9% | +$183K | 0.12% | 178 |
|
2019
Q1 | $1.88M | Buy |
33,376
+4,137
| +14% | +$233K | 0.12% | 181 |
|
2018
Q4 | $1.44M | Buy |
29,239
+2,839
| +11% | +$140K | 0.12% | 179 |
|
2018
Q3 | $1.25M | Buy |
26,400
+3,782
| +17% | +$178K | 0.09% | 218 |
|
2018
Q2 | $1.03M | Buy |
22,618
+7,084
| +46% | +$324K | 0.1% | 221 |
|
2018
Q1 | $706K | Buy |
15,534
+1,034
| +7% | +$47K | 0.1% | 219 |
|
2017
Q4 | $698K | Hold |
14,500
| – | – | 0.11% | 208 |
|
2017
Q3 | $686K | Buy |
14,500
+469
| +3% | +$22.2K | 0.12% | 200 |
|
2017
Q2 | $644K | Buy |
14,031
+3,848
| +38% | +$177K | 0.12% | 210 |
|
2017
Q1 | $453K | Buy |
10,183
+3,767
| +59% | +$168K | 0.11% | 212 |
|
2016
Q4 | $261K | Buy |
+6,416
| New | +$261K | 0.12% | 221 |
|