Kayne Anderson Rudnick Investment Management’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 | $153K | Buy |
2,251
+15
| +0.7% | +$1.02K | ﹤0.01% | 524 |
|
|
2025
Q1 | $158K | Sell |
2,236
-25
| -1% | -$1.77K | ﹤0.01% | 503 |
|
|
2024
Q4 | $153K | Hold |
2,261
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $148K | Hold |
2,261
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $121K | Hold |
2,261
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $122K | Sell |
2,261
-1
| -0% | -$54 | ﹤0.01% | 492 |
|
|
2023
Q4 | $140K | Buy |
2,262
+2,261
| +226,100% | +$140K | ﹤0.01% | 459 |
|
|
2023
Q3 | $57 | Hold |
1
| – | – | ﹤0.01% | 866 |
|
|
2023
Q2 | $62 | Hold |
1
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $67 | Buy |
+1
| New | +$67 | ﹤0.01% | 762 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 732 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 633 |
|