Marquette Asset 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 | $114K | Sell |
1,667
-384
| -19% | -$26.2K | 0.02% | 62 |
|
|
2025
Q1 | $145K | Sell |
2,051
-249
| -11% | -$17.6K | 0.03% | 68 |
|
|
2024
Q4 | $155K | Hold |
2,300
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $150K | Hold |
2,300
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $123K | Hold |
2,300
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $124K | Buy |
2,300
+790
| +52% | +$42.5K | 0.02% | 99 |
|
|
2023
Q4 | $93.5K | Hold |
1,510
| – | – | 0.02% | 109 |
|
|
2023
Q3 | $86.4K | Sell |
1,510
-352
| -19% | -$20.1K | 0.02% | 115 |
|
|
2023
Q2 | $116K | Buy |
1,862
+400
| +27% | +$24.9K | 0.03% | 109 |
|
|
2023
Q1 | $98.6K | Hold |
1,462
| – | – | 0.03% | 111 |
|
|
2022
Q4 | $103K | Sell |
1,462
-53
| -3% | -$3.72K | 0.03% | 109 |
|
|
2022
Q3 | $97K | Hold |
1,515
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $107K | Hold |
1,515
| – | – | 0.03% | 124 |
|
|
2022
Q1 | $109K | Hold |
1,515
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $103K | Sell |
1,515
-1,376
| -48% | -$93.6K | 0.02% | 150 |
|
|
2021
Q3 | $181K | Buy |
2,891
+2,486
| +614% | +$156K | 0.04% | 107 |
|
|
2021
Q2 | $27K | Sell |
405
-200
| -33% | -$13.3K | 0.01% | 196 |
|
|
2021
Q1 | $40K | Buy |
605
+200
| +49% | +$13.2K | 0.01% | 172 |
|
|
2020
Q4 | $27K | Hold |
405
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $28K | Hold |
405
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $25K | Hold |
405
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $24K | Hold |
405
| – | – | 0.01% | 187 |
|
|
2019
Q4 | $26K | Hold |
405
| – | – | 0.01% | 166 |
|
|
2019
Q3 | $26K | Hold |
405
| – | – | 0.01% | 186 |
|
|
2019
Q2 | $24K | Sell |
405
-1,851
| -82% | -$110K | 0.01% | 186 |
|
|
2019
Q1 | $127K | Buy |
+2,256
| New | +$127K | 0.04% | 86 |
|