Mariner’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 | $9.58M | Buy |
140,741
+104
| +0.1% | +$7.08K | 0.01% | 621 |
|
2025
Q1 | $9.96M | Buy |
140,637
+5,395
| +4% | +$382K | 0.02% | 558 |
|
2024
Q4 | $9.13M | Buy |
135,242
+24,024
| +22% | +$1.62M | 0.02% | 579 |
|
2024
Q3 | $7.26M | Buy |
111,218
+1,184
| +1% | +$77.3K | 0.01% | 648 |
|
2024
Q2 | $5.88M | Buy |
110,034
+15,828
| +17% | +$845K | 0.01% | 672 |
|
2024
Q1 | $5.06M | Sell |
94,206
-8,580
| -8% | -$461K | 0.01% | 722 |
|
2023
Q4 | $6.36M | Buy |
102,786
+23,759
| +30% | +$1.47M | 0.02% | 607 |
|
2023
Q3 | $4.52M | Buy |
79,027
+1,030
| +1% | +$58.9K | 0.01% | 676 |
|
2023
Q2 | $4.85M | Buy |
77,997
+4,555
| +6% | +$283K | 0.01% | 660 |
|
2023
Q1 | $4.95M | Buy |
73,442
+5,921
| +9% | +$399K | 0.01% | 637 |
|
2022
Q4 | $4.73M | Buy |
67,521
+8,035
| +14% | +$563K | 0.02% | 623 |
|
2022
Q3 | $3.81M | Buy |
59,486
+12,529
| +27% | +$802K | 0.02% | 583 |
|
2022
Q2 | $3.32M | Sell |
46,957
-3,456
| -7% | -$245K | 0.01% | 584 |
|
2022
Q1 | $3.64M | Buy |
50,413
+10,026
| +25% | +$724K | 0.01% | 569 |
|
2021
Q4 | $2.73M | Buy |
40,387
+3,668
| +10% | +$248K | 0.01% | 581 |
|
2021
Q3 | $2.3M | Sell |
36,719
-399
| -1% | -$24.9K | 0.01% | 506 |
|
2021
Q2 | $2.45M | Buy |
37,118
+5,558
| +18% | +$366K | 0.02% | 451 |
|
2021
Q1 | $2.1M | Sell |
31,560
-4,451
| -12% | -$296K | 0.01% | 448 |
|
2020
Q4 | $2.4M | Buy |
36,011
+4,827
| +15% | +$322K | 0.02% | 397 |
|
2020
Q3 | $2.15M | Sell |
31,184
-1,276
| -4% | -$88.1K | 0.02% | 362 |
|
2020
Q2 | $2.03M | Sell |
32,460
-763
| -2% | -$47.7K | 0.02% | 377 |
|
2020
Q1 | $2.02M | Buy |
33,223
+2,295
| +7% | +$139K | 0.03% | 362 |
|
2019
Q4 | $1.96M | Buy |
30,928
+834
| +3% | +$53K | 0.02% | 396 |
|
2019
Q3 | $1.95M | Buy |
30,094
+391
| +1% | +$25.4K | 0.02% | 369 |
|
2019
Q2 | $1.77M | Buy |
29,703
+57
| +0.2% | +$3.39K | 0.02% | 414 |
|
2019
Q1 | $1.67M | Buy |
29,646
+11,282
| +61% | +$634K | 0.02% | 402 |
|
2018
Q4 | $905K | Buy |
18,364
+1,068
| +6% | +$52.6K | 0.02% | 457 |
|
2018
Q3 | $816K | Sell |
17,296
-730
| -4% | -$34.4K | 0.02% | 459 |
|
2018
Q2 | $824K | Buy |
18,026
+6,662
| +59% | +$305K | 0.02% | 443 |
|
2018
Q1 | $517K | Buy |
11,364
+3,449
| +44% | +$157K | 0.02% | 430 |
|
2017
Q4 | $381K | Sell |
7,915
-46
| -0.6% | -$2.21K | 0.01% | 433 |
|
2017
Q3 | $377K | Sell |
7,961
-697
| -8% | -$33K | 0.02% | 387 |
|
2017
Q2 | $397K | Buy |
8,658
+529
| +7% | +$24.3K | 0.02% | 375 |
|
2017
Q1 | $361K | Buy |
8,129
+981
| +14% | +$43.6K | 0.02% | 428 |
|
2016
Q4 | $291K | Sell |
7,148
-1,811
| -20% | -$73.7K | 0.01% | 454 |
|
2016
Q3 | $370K | Buy |
8,959
+1,759
| +24% | +$72.6K | 0.02% | 422 |
|
2016
Q2 | $322K | Buy |
7,200
+850
| +13% | +$38K | 0.02% | 404 |
|
2016
Q1 | $266K | Buy |
+6,350
| New | +$266K | 0.02% | 420 |
|