Jim Simons’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 | $12.5M | Sell |
183,700
-383,900
| -68% | -$26.1M | 0.02% | 936 |
|
|
2025
Q1 | $40.2M | Buy |
567,600
+380,700
| +204% | +$26.9M | 0.06% | 389 |
|
|
2024
Q4 | $12.6M | Buy |
+186,900
| New | +$12.6M | 0.02% | 874 |
|
|
2024
Q1 | – | Sell |
-28,500
| Closed | -$1.76M | – | 4130 |
|
|
2023
Q4 | $1.76M | Sell |
28,500
-495,400
| -95% | -$30.7M | ﹤0.01% | 2032 |
|
|
2023
Q3 | $30M | Buy |
523,900
+283,800
| +118% | +$16.2M | 0.05% | 415 |
|
|
2023
Q2 | $14.9M | Sell |
240,100
-553,400
| -70% | -$34.4M | 0.02% | 819 |
|
|
2023
Q1 | $53.5M | Buy |
793,500
+411,100
| +108% | +$27.7M | 0.07% | 330 |
|
|
2022
Q4 | $26.8M | Sell |
382,400
-886,600
| -70% | -$62.2M | 0.04% | 581 |
|
|
2022
Q3 | $81.2M | Buy |
1,269,000
+1,165,050
| +1,121% | +$74.6M | 0.11% | 205 |
|
|
2022
Q2 | $7.36M | Sell |
103,950
-400,500
| -79% | -$28.3M | 0.01% | 1293 |
|
|
2022
Q1 | $36.4M | Sell |
504,450
-339,500
| -40% | -$24.5M | 0.04% | 451 |
|
|
2021
Q4 | $57.1M | Sell |
843,950
-935,650
| -53% | -$63.3M | 0.07% | 300 |
|
|
2021
Q3 | $111M | Buy |
1,779,600
+1,719,600
| +2,866% | +$107M | 0.14% | 152 |
|
|
2021
Q2 | $3.95M | Buy |
+60,000
| New | +$3.95M | ﹤0.01% | 1775 |
|
|
2021
Q1 | – | Sell |
-283,700
| Closed | -$18.9M | – | 3765 |
|
|
2020
Q4 | $18.9M | Buy |
283,700
+59,701
| +27% | +$3.98M | 0.02% | 790 |
|
|
2020
Q3 | $15.5M | Sell |
223,999
-1,074,595
| -83% | -$74.2M | 0.02% | 873 |
|
|
2020
Q2 | $81.2M | Sell |
1,298,594
-2,893,879
| -69% | -$181M | 0.07% | 310 |
|
|
2020
Q1 | $253M | Buy |
4,192,473
+486,104
| +13% | +$29.3M | 0.25% | 89 |
|
|
2019
Q4 | $235M | Sell |
3,706,369
-1,538,361
| -29% | -$97.7M | 0.18% | 118 |
|
|
2019
Q3 | $340M | Sell |
5,244,730
-66,900
| -1% | -$4.34M | 0.29% | 65 |
|
|
2019
Q2 | $316M | Buy |
5,311,630
+411,500
| +8% | +$24.5M | 0.28% | 73 |
|
|
2019
Q1 | $275M | Sell |
4,900,130
-370,000
| -7% | -$20.8M | 0.25% | 74 |
|
|
2018
Q4 | $260M | Buy |
5,270,130
+1,712,930
| +48% | +$84.4M | 0.28% | 62 |
|
|
2018
Q3 | $168M | Buy |
3,557,200
+844,400
| +31% | +$39.9M | 0.17% | 114 |
|
|
2018
Q2 | $124M | Sell |
2,712,800
-248,700
| -8% | -$11.4M | 0.14% | 152 |
|
|
2018
Q1 | $135M | Buy |
2,961,500
+1,173,800
| +66% | +$53.4M | 0.15% | 138 |
|
|
2017
Q4 | $86M | Buy |
1,787,700
+703,000
| +65% | +$33.8M | 0.09% | 234 |
|
|
2017
Q3 | $51.3M | Sell |
1,084,700
-636,200
| -37% | -$30.1M | 0.06% | 401 |
|
|
2017
Q2 | $79M | Sell |
1,720,900
-405,900
| -19% | -$18.6M | 0.1% | 238 |
|
|
2017
Q1 | $94.5M | Buy |
2,126,800
+193,400
| +10% | +$8.6M | 0.13% | 161 |
|
|
2016
Q4 | $78.7M | Buy |
1,933,400
+781,300
| +68% | +$31.8M | 0.12% | 188 |
|
|
2016
Q3 | $47.4M | Buy |
1,152,100
+1,138,900
| +8,628% | +$46.9M | 0.08% | 290 |
|
|
2016
Q2 | $591K | Sell |
13,200
-108,200
| -89% | -$4.84M | ﹤0.01% | 2742 |
|
|
2016
Q1 | $5.08M | Buy |
+121,400
| New | +$5.08M | 0.01% | 1615 |
|
|
2015
Q4 | – | Sell |
-7,500
| Closed | -$266K | – | 3449 |
|
|
2015
Q3 | $266K | Buy |
+7,500
| New | +$266K | ﹤0.01% | 2815 |
|
|
2015
Q1 | – | Sell |
-234,100
| Closed | -$8.41M | – | 3376 |
|
|
2014
Q4 | $8.41M | Sell |
234,100
-120,900
| -34% | -$4.34M | 0.02% | 977 |
|
|
2014
Q3 | $10.8M | Buy |
+355,000
| New | +$10.8M | 0.03% | 714 |
|
|
2014
Q2 | – | Sell |
-53,209
| Closed | -$1.62M | – | 3003 |
|
|
2014
Q1 | $1.62M | Buy |
+53,209
| New | +$1.62M | ﹤0.01% | 1869 |
|
|
2013
Q3 | – | Sell |
-322,400
| Closed | -$9.14M | – | 2969 |
|
|
2013
Q2 | $9.14M | Buy |
+322,400
| New | +$9.14M | 0.02% | 787 |
|