Meeder 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 | – | Sell |
-2,727
| Closed | -$193K | – | 1019 |
|
|
2025
Q1 | $193K | Sell |
2,727
-278
| -9% | -$19.7K | 0.01% | 245 |
|
|
2024
Q4 | $203K | Sell |
3,005
-26,597
| -90% | -$1.8M | 0.01% | 219 |
|
|
2024
Q3 | $1.93M | Buy |
29,602
+26,439
| +836% | +$1.73M | 0.13% | 106 |
|
|
2024
Q2 | $169K | Sell |
3,163
-30,342
| -91% | -$1.62M | 0.01% | 215 |
|
|
2024
Q1 | $1.8M | Buy |
+33,505
| New | +$1.8M | 0.11% | 128 |
|
|
2022
Q4 | – | Sell |
-9,207
| Closed | -$590K | – | 2052 |
|
|
2022
Q3 | $590K | Sell |
9,207
-397
| -4% | -$25.4K | 0.03% | 354 |
|
|
2022
Q2 | $680K | Buy |
9,604
+4,312
| +81% | +$305K | 0.04% | 340 |
|
|
2022
Q1 | $382K | Buy |
+5,292
| New | +$382K | 0.02% | 480 |
|
|
2021
Q4 | – | Sell |
-6,644
| Closed | -$415K | – | 2379 |
|
|
2021
Q3 | $415K | Buy |
6,644
+151
| +2% | +$9.43K | 0.02% | 495 |
|
|
2021
Q2 | $428K | Buy |
6,493
+1,035
| +19% | +$68.2K | 0.02% | 551 |
|
|
2021
Q1 | $363K | Buy |
5,458
+1,353
| +33% | +$90K | 0.02% | 577 |
|
|
2020
Q4 | $274K | Sell |
4,105
-29,894
| -88% | -$2M | 0.06% | 254 |
|
|
2020
Q3 | $2.35M | Buy |
33,999
+31,236
| +1,131% | +$2.16M | 0.15% | 123 |
|
|
2020
Q2 | $173K | Sell |
2,763
-13,727
| -83% | -$859K | 0.01% | 632 |
|
|
2020
Q1 | $994K | Buy |
16,490
+9,751
| +145% | +$588K | 0.08% | 207 |
|
|
2019
Q4 | $428K | Buy |
6,739
+4,892
| +265% | +$311K | 0.03% | 431 |
|
|
2019
Q3 | $120K | Buy |
1,847
+286
| +18% | +$18.6K | 0.01% | 749 |
|
|
2019
Q2 | $93K | Buy |
+1,561
| New | +$93K | 0.01% | 778 |
|
|
2019
Q1 | – | Sell |
-900
| Closed | -$44K | – | 1892 |
|
|
2018
Q4 | $44K | Buy |
+900
| New | +$44K | ﹤0.01% | 846 |
|
|
2018
Q1 | – | Sell |
-11,638
| Closed | -$560K | – | 1768 |
|
|
2017
Q4 | $560K | Sell |
11,638
-16,604
| -59% | -$799K | 0.05% | 331 |
|
|
2017
Q3 | $1.34M | Sell |
28,242
-53,375
| -65% | -$2.53M | 0.15% | 167 |
|
|
2017
Q2 | $3.75M | Buy |
+81,617
| New | +$3.75M | 0.36% | 76 |
|
|
2016
Q3 | – | Sell |
-16,755
| Closed | -$750K | – | 963 |
|
|
2016
Q2 | $750K | Buy |
16,755
+15,235
| +1,002% | +$682K | 0.07% | 294 |
|
|
2016
Q1 | $63K | Buy |
+1,520
| New | +$63K | 0.01% | 722 |
|