Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $158K | Sell |
2,951
-456
| -13% | -$24.4K | 0.02% | 155 |
|
|
2024
Q1 | $183K | Buy |
3,407
+25
| +0.7% | +$1.34K | 0.03% | 145 |
|
|
2023
Q4 | $209K | Sell |
3,382
-25
| -0.7% | -$1.55K | 0.03% | 145 |
|
|
2023
Q3 | $195K | Buy |
3,407
+24
| +0.7% | +$1.37K | 0.03% | 143 |
|
|
2023
Q2 | $210K | Buy |
3,383
+21
| +0.6% | +$1.31K | 0.03% | 144 |
|
|
2023
Q1 | $227K | Buy |
3,362
+19
| +0.6% | +$1.28K | 0.04% | 136 |
|
|
2022
Q4 | $234K | Sell |
3,343
-23
| -0.7% | -$1.61K | 0.04% | 132 |
|
|
2022
Q3 | $215K | Buy |
3,366
+20
| +0.6% | +$1.28K | 0.04% | 131 |
|
|
2022
Q2 | $237K | Buy |
3,346
+18
| +0.5% | +$1.28K | 0.04% | 127 |
|
|
2022
Q1 | $240K | Buy |
3,328
+18
| +0.5% | +$1.3K | 0.04% | 146 |
|
|
2021
Q4 | $224K | Buy |
3,310
+19
| +0.6% | +$1.29K | 0.03% | 152 |
|
|
2021
Q3 | $206K | Sell |
3,291
-132
| -4% | -$8.26K | 0.03% | 172 |
|
|
2021
Q2 | $225K | Sell |
3,423
-173
| -5% | -$11.4K | 0.04% | 162 |
|
|
2021
Q1 | $239K | Buy |
3,596
+17
| +0.5% | +$1.13K | 0.05% | 168 |
|
|
2020
Q4 | $239K | Buy |
3,579
+16
| +0.4% | +$1.07K | 0.05% | 167 |
|
|
2020
Q3 | $246K | Buy |
3,563
+17
| +0.5% | +$1.17K | 0.06% | 145 |
|
|
2020
Q2 | $222K | Buy |
3,546
+209
| +6% | +$13.1K | 0.05% | 163 |
|
|
2020
Q1 | $201K | Sell |
3,337
-60
| -2% | -$3.61K | 0.05% | 146 |
|
|
2019
Q4 | $216K | Buy |
3,397
+16
| +0.5% | +$1.02K | 0.05% | 156 |
|
|
2019
Q3 | $219K | Buy |
3,381
+17
| +0.5% | +$1.1K | 0.05% | 149 |
|
|
2019
Q2 | $200K | Buy |
3,364
+19
| +0.6% | +$1.13K | 0.04% | 165 |
|
|
2019
Q1 | $188K | Buy |
3,345
+19
| +0.6% | +$1.07K | 0.04% | 175 |
|
|
2018
Q4 | $164K | Buy |
3,326
+19
| +0.6% | +$937 | 0.04% | 179 |
|
|
2018
Q3 | $156K | Buy |
3,307
+21
| +0.6% | +$991 | 0.03% | 213 |
|
|
2018
Q2 | $150K | Buy |
3,286
+21
| +0.6% | +$959 | 0.03% | 217 |
|
|
2018
Q1 | $149K | Sell |
3,265
-1,131
| -26% | -$51.6K | 0.03% | 193 |
|
|
2017
Q4 | $211K | Buy |
+4,396
| New | +$211K | 0.04% | 159 |
|