Kennedy Capital 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 | $209K | Hold |
3,074
| – | – | 0.01% | 567 |
|
|
2025
Q1 | $218K | Sell |
3,074
-125
| -4% | -$8.85K | 0.01% | 625 |
|
|
2024
Q4 | $216K | Buy |
3,199
+9
| +0.3% | +$608 | ﹤0.01% | 658 |
|
|
2024
Q3 | $208K | Buy |
+3,190
| New | +$208K | ﹤0.01% | 674 |
|
|
2019
Q4 | – | Sell |
-85,212
| Closed | -$5.53M | – | 735 |
|
|
2019
Q3 | $5.53M | Sell |
85,212
-24,952
| -23% | -$1.62M | 0.14% | 289 |
|
|
2019
Q2 | $6.55M | Buy |
110,164
+539
| +0.5% | +$32.1K | 0.16% | 245 |
|
|
2019
Q1 | $6.16M | Sell |
109,625
-1,812
| -2% | -$102K | 0.15% | 269 |
|
|
2018
Q4 | $5.49M | Buy |
111,437
+1,477
| +1% | +$72.8K | 0.14% | 284 |
|
|
2018
Q3 | $5.19M | Sell |
109,960
-590
| -0.5% | -$27.9K | 0.1% | 388 |
|
|
2018
Q2 | $5.05M | Buy |
110,550
+51
| +0% | +$2.33K | 0.09% | 413 |
|
|
2018
Q1 | $5.03M | Sell |
110,499
-8,433
| -7% | -$383K | 0.1% | 399 |
|
|
2017
Q4 | $5.72M | Sell |
118,932
-13,695
| -10% | -$659K | 0.1% | 377 |
|
|
2017
Q3 | $6.28M | Sell |
132,627
-4,368
| -3% | -$207K | 0.11% | 322 |
|
|
2017
Q2 | $6.29M | Sell |
136,995
-3,428
| -2% | -$157K | 0.12% | 304 |
|
|
2017
Q1 | $6.24M | Sell |
140,423
-3,356
| -2% | -$149K | 0.11% | 328 |
|
|
2016
Q4 | $5.85M | Sell |
143,779
-33,561
| -19% | -$1.37M | 0.1% | 349 |
|
|
2016
Q3 | $7.3M | Sell |
177,340
-6,570
| -4% | -$270K | 0.14% | 261 |
|
|
2016
Q2 | $8.24M | Sell |
183,910
-28,285
| -13% | -$1.27M | 0.17% | 214 |
|
|
2016
Q1 | $8.87M | Sell |
212,195
-18,119
| -8% | -$758K | 0.18% | 183 |
|
|
2015
Q4 | $8.27M | Buy |
230,314
+48,566
| +27% | +$1.74M | 0.17% | 207 |
|
|
2015
Q3 | $6.44M | Sell |
181,748
-3,269
| -2% | -$116K | 0.13% | 286 |
|
|
2015
Q2 | $5.95M | Sell |
185,017
-2,443
| -1% | -$78.6K | 0.11% | 345 |
|
|
2015
Q1 | $6.53M | Buy |
187,460
+7,912
| +4% | +$275K | 0.11% | 329 |
|
|
2014
Q4 | $6.45M | Buy |
179,548
+6,412
| +4% | +$230K | 0.12% | 319 |
|
|
2014
Q3 | $5.26M | Buy |
173,136
+3,663
| +2% | +$111K | 0.1% | 356 |
|
|
2014
Q2 | $5.46M | Buy |
169,473
+1,912
| +1% | +$61.6K | 0.1% | 353 |
|
|
2014
Q1 | $5.09M | Buy |
167,561
+1,662
| +1% | +$50.5K | 0.1% | 366 |
|
|
2013
Q4 | $4.64M | Sell |
165,899
-1,072
| -0.6% | -$30K | 0.09% | 399 |
|
|
2013
Q3 | $4.61M | Buy |
166,971
+2,079
| +1% | +$57.4K | 0.09% | 389 |
|
|
2013
Q2 | $4.67M | Buy |
+164,892
| New | +$4.67M | 0.1% | 368 |
|