Loomis, Sayles & Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.2K | Buy |
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|
2025
Q1 | $19K | Buy |
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|
2024
Q4 | $15K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12K | Sell |
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|
2023
Q4 | $39K | Sell |
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|
2023
Q3 | $64K | Buy |
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|
2023
Q2 | $58K | Sell |
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|
2023
Q1 | $79K | Sell |
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|
2022
Q4 | $96K | Buy |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $11K | Sell |
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|
2019
Q3 | $64K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $11K | Sell |
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|
2015
Q3 | $278K | Buy |
|