JAM
Jupiter Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Sell |
361,999
-59,964
| -14% | -$4.08M | 0.21% | 149 |
|
|
2025
Q1 | $29.9M | Buy |
+421,963
| New | +$29.9M | 0.29% | 122 |
|
|
2024
Q3 | – | Sell |
-189,186
| Closed | -$10.1M | – | 497 |
|
|
2024
Q2 | $10.1M | Sell |
189,186
-1,304,448
| -87% | -$69.7M | 0.1% | 206 |
|
|
2024
Q1 | $80.3M | Buy |
+1,493,634
| New | +$80.3M | 0.77% | 24 |
|
|
2023
Q4 | – | Sell |
-91,396
| Closed | -$5.23M | – | 547 |
|
|
2023
Q3 | $5.23M | Sell |
91,396
-973,469
| -91% | -$55.7M | 0.06% | 246 |
|
|
2023
Q2 | $66.2M | Buy |
1,064,865
+488,524
| +85% | +$30.4M | 0.72% | 24 |
|
|
2023
Q1 | $38.9M | Buy |
+576,341
| New | +$38.9M | 0.54% | 44 |
|
|
2022
Q4 | – | Sell |
-65,379
| Closed | -$4.18M | – | 584 |
|
|
2022
Q3 | $4.18M | Buy |
65,379
+54,430
| +497% | +$3.48M | 0.06% | 259 |
|
|
2022
Q2 | $775K | Buy |
+10,949
| New | +$775K | 0.01% | 459 |
|