Invesco LLC (Illinois)’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 | $771K | Sell |
11,326
-231
| -2% | -$15.7K | 0.29% | 68 |
|
|
2025
Q1 | $818K | Buy |
11,557
+6,608
| +134% | +$468K | 0.34% | 66 |
|
|
2024
Q4 | $334K | Buy |
4,949
+871
| +21% | +$58.8K | 0.13% | 119 |
|
|
2024
Q3 | $266K | Buy |
4,078
+142
| +4% | +$9.27K | 0.11% | 135 |
|
|
2024
Q2 | $210K | Sell |
3,936
-208
| -5% | -$11.1K | 0.09% | 148 |
|
|
2024
Q1 | $223K | Buy |
4,144
+361
| +10% | +$19.4K | 0.09% | 149 |
|
|
2023
Q4 | $234K | Buy |
+3,783
| New | +$234K | 0.11% | 142 |
|
|
2023
Q3 | – | Sell |
-3,321
| Closed | -$206K | – | 164 |
|
|
2023
Q2 | $206K | Buy |
+3,321
| New | +$206K | 0.1% | 156 |
|