MAI 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 | $196K | Buy |
2,872
+336
| +13% | +$22.9K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $180K | Buy |
2,536
+197
| +8% | +$13.9K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $158K | Buy |
+2,339
| New | +$158K | ﹤0.01% | 1172 |
|
|
2015
Q3 | – | Sell |
-8,446
| Closed | -$272K | – | 474 |
|
|
2015
Q2 | $272K | Buy |
8,446
+585
| +7% | +$18.8K | 0.02% | 385 |
|
|
2015
Q1 | $274K | Sell |
7,861
-135
| -2% | -$4.71K | 0.02% | 395 |
|
|
2014
Q4 | $287K | Sell |
7,996
-277
| -3% | -$9.94K | 0.02% | 365 |
|
|
2014
Q3 | $251K | Sell |
8,273
-1,235
| -13% | -$37.5K | 0.02% | 328 |
|
|
2014
Q2 | $306K | Buy |
9,508
+146
| +2% | +$4.7K | 0.03% | 299 |
|
|
2014
Q1 | $284K | Buy |
9,362
+1,064
| +13% | +$32.3K | 0.03% | 307 |
|
|
2013
Q4 | $232K | Buy |
8,298
+471
| +6% | +$13.2K | 0.02% | 326 |
|
|
2013
Q3 | $216K | Buy |
+7,827
| New | +$216K | 0.03% | 301 |
|