Loomis, Sayles & Company’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 | $77.2K | Buy |
1,133
+868
| +328% | +$59.1K | ﹤0.01% | 585 |
|
|
2025
Q1 | $19K | Buy |
265
+37
| +16% | +$2.65K | ﹤0.01% | 699 |
|
|
2024
Q4 | $15K | Buy |
+228
| New | +$15K | ﹤0.01% | 698 |
|
|
2024
Q2 | – | Sell |
-224
| Closed | -$12K | – | 759 |
|
|
2024
Q1 | $12K | Sell |
224
-414
| -65% | -$22.2K | ﹤0.01% | 677 |
|
|
2023
Q4 | $39K | Sell |
638
-485
| -43% | -$29.6K | ﹤0.01% | 635 |
|
|
2023
Q3 | $64K | Buy |
1,123
+188
| +20% | +$10.7K | ﹤0.01% | 576 |
|
|
2023
Q2 | $58K | Sell |
935
-229
| -20% | -$14.2K | ﹤0.01% | 593 |
|
|
2023
Q1 | $79K | Sell |
1,164
-208
| -15% | -$14.1K | ﹤0.01% | 561 |
|
|
2022
Q4 | $96K | Buy |
1,372
+307
| +29% | +$21.5K | ﹤0.01% | 546 |
|
|
2022
Q3 | $68K | Buy |
1,065
+1,039
| +3,996% | +$66.3K | ﹤0.01% | 547 |
|
|
2022
Q2 | $2K | Sell |
26
-55
| -68% | -$4.23K | ﹤0.01% | 902 |
|
|
2022
Q1 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 777 |
|
|
2020
Q3 | – | Sell |
-161
| Closed | -$10K | – | 737 |
|
|
2020
Q2 | $10K | Sell |
161
-9
| -5% | -$559 | ﹤0.01% | 654 |
|
|
2020
Q1 | $10K | Hold |
170
| – | – | ﹤0.01% | 684 |
|
|
2019
Q4 | $11K | Sell |
170
-810
| -83% | -$52.4K | ﹤0.01% | 701 |
|
|
2019
Q3 | $64K | Buy |
+980
| New | +$64K | ﹤0.01% | 599 |
|
|
2016
Q2 | – | Sell |
-141
| Closed | -$6K | – | 1134 |
|
|
2016
Q1 | $6K | Sell |
141
-161
| -53% | -$6.85K | ﹤0.01% | 927 |
|
|
2015
Q4 | $11K | Sell |
302
-7,551
| -96% | -$275K | ﹤0.01% | 851 |
|
|
2015
Q3 | $278K | Buy |
+7,853
| New | +$278K | ﹤0.01% | 679 |
|