JPMorgan Chase & Co’s Xcel Energy XEL Stock Holding History

JPMorgan Chase & Co’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38B	Sell	20,194,376 -616,865	-3%	-$42M	0.09%	202
2025 Q1	$1.47B	Buy	20,811,241 +1,520,092	+8%	+$108M	0.11%	179
2024 Q4	$1.3B	Buy	19,291,149 +1,022,194	+6%	+$69M	0.1%	185
2024 Q3	$1.19B	Sell	18,268,955 -1,783,415	-9%	-$116M	0.09%	203
2024 Q2	$1.07B	Buy	20,052,370 +630,818	+3%	+$33.7M	0.09%	209
2024 Q1	$1.04B	Sell	19,421,552 -2,052,310	-10%	-$110M	0.09%	214
2023 Q4	$1.33B	Sell	21,473,862 -3,968,187	-16%	-$246M	0.13%	150
2023 Q3	$1.46B	Sell	25,442,049 -4,981,449	-16%	-$285M	0.16%	124
2023 Q2	$1.89B	Sell	30,423,498 -776,958	-2%	-$48.3M	0.21%	103
2023 Q1	$2.1B	Sell	31,200,456 -1,154,339	-4%	-$77.8M	0.26%	86
2022 Q4	$2.27B	Sell	32,354,795 -3,079,515	-9%	-$216M	0.3%	78
2022 Q3	$2.27B	Buy	35,434,310 +770,229	+2%	+$49.3M	0.33%	66
2022 Q2	$2.45B	Buy	34,664,081 +4,423,565	+15%	+$313M	0.34%	63
2022 Q1	$2.18B	Sell	30,240,516 -1,143,542	-4%	-$82.5M	0.26%	79
2021 Q4	$2.12B	Sell	31,384,058 -8,427,670	-21%	-$571M	0.25%	81
2021 Q3	$2.49B	Sell	39,811,728 -2,148,130	-5%	-$134M	0.31%	61
2021 Q2	$2.76B	Buy	41,959,858 +4,340,845	+12%	+$286M	0.33%	54
2021 Q1	$2.5B	Buy	37,619,013 +3,625,561	+11%	+$241M	0.33%	58
2020 Q4	$2.27B	Sell	33,993,452 -1,061,610	-3%	-$70.8M	0.33%	56
2020 Q3	$2.41B	Buy	35,055,062 +265,550	+0.8%	+$18.2M	0.4%	43
2020 Q2	$2.17B	Sell	34,789,512 -1,896,865	-5%	-$119M	0.42%	42
2020 Q1	$2.21B	Sell	36,686,377 -1,992,634	-5%	-$120M	0.52%	32
2019 Q4	$2.46B	Sell	38,679,011 -681,492	-2%	-$43.3M	0.46%	33
2019 Q3	$2.55B	Sell	39,360,503 -676,944	-2%	-$43.9M	0.51%	29
2019 Q2	$2.37B	Buy	40,037,447 +918,607	+2%	+$54.5M	0.46%	35
2019 Q1	$2.2B	Buy	39,118,840 +2,250,610	+6%	+$127M	0.45%	38
2018 Q4	$1.82B	Buy	36,868,230 +2,323,970	+7%	+$115M	0.42%	37
2018 Q3	$1.63B	Sell	34,544,260 -3,899,813	-10%	-$184M	0.31%	55
2018 Q2	$1.76B	Buy	38,444,073 +1,836,176	+5%	+$83.9M	0.36%	45
2018 Q1	$1.66B	Buy	36,607,897 +3,045,166	+9%	+$138M	0.36%	45
2017 Q4	$1.61B	Buy	33,562,731 +3,245,087	+11%	+$156M	0.34%	50
2017 Q3	$1.44B	Buy	30,317,644 +1,810,629	+6%	+$85.8M	0.32%	52
2017 Q2	$1.31B	Buy	28,507,015 +3,187,095	+13%	+$146M	0.3%	62
2017 Q1	$1.13B	Sell	25,319,920 -300,637	-1%	-$13.4M	0.26%	73
2016 Q4	$1.04B	Buy	25,620,557 +334,510	+1%	+$13.6M	0.25%	80
2016 Q3	$1.04B	Sell	25,286,047 -4,366,179	-15%	-$180M	0.26%	77
2016 Q2	$1.33B	Buy	29,652,226 +2,933,264	+11%	+$131M	0.33%	56
2016 Q1	$1.12B	Buy	26,718,962 +711,697	+3%	+$29.8M	0.29%	65
2015 Q4	$934M	Buy	26,007,265 +549,306	+2%	+$19.7M	0.23%	86
2015 Q3	$901M	Buy	25,457,959 +5,124,461	+25%	+$181M	0.24%	84
2015 Q2	$654M	Buy	20,333,498 +597,100	+3%	+$19.2M	0.15%	152
2015 Q1	$687M	Buy	19,736,398 +7,009,434	+55%	+$244M	0.16%	144
2014 Q4	$457M	Buy	12,726,964 +601,813	+5%	+$21.6M	0.1%	208
2014 Q3	$369M	Buy	12,125,151 +205,832	+2%	+$6.26M	0.09%	251
2014 Q2	$384M	Buy	11,919,319 +155,713	+1%	+$5.02M	0.1%	230
2014 Q1	$357M	Sell	11,763,606 -693,076	-6%	-$21M	0.1%	221
2013 Q4	$348M	Sell	12,456,682 -16,011,820	-56%	-$447M	0.1%	223
2013 Q3	$786M	Buy	28,468,502 +7,106,168	+33%	+$196M	0.23%	87
2013 Q2	$605M	Buy	+21,362,334	New	+$605M	0.19%	106