Mercer Global Advisors’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 | $4.89M | Sell |
71,865
-3,949
| -5% | -$269K | 0.01% | 545 |
|
|
2025
Q1 | $5.37M | Sell |
75,814
-5,904
| -7% | -$418K | 0.01% | 521 |
|
|
2024
Q4 | $5.52M | Buy |
81,718
+10,275
| +14% | +$694K | 0.01% | 517 |
|
|
2024
Q3 | $4.66M | Buy |
71,443
+8,552
| +14% | +$558K | 0.01% | 517 |
|
|
2024
Q2 | $3.36M | Sell |
62,891
-697
| -1% | -$37.2K | 0.01% | 553 |
|
|
2024
Q1 | $3.44M | Buy |
63,588
+4,912
| +8% | +$265K | 0.01% | 566 |
|
|
2023
Q4 | $3.63M | Buy |
58,676
+1,032
| +2% | +$63.9K | 0.01% | 553 |
|
|
2023
Q3 | $3.3M | Sell |
57,644
-1,068
| -2% | -$61.1K | 0.01% | 543 |
|
|
2023
Q2 | $3.65M | Sell |
58,712
-3,557
| -6% | -$221K | 0.01% | 535 |
|
|
2023
Q1 | $4.2M | Sell |
62,269
-1,374
| -2% | -$92.7K | 0.02% | 469 |
|
|
2022
Q4 | $4.46M | Buy |
63,643
+11,087
| +21% | +$777K | 0.02% | 461 |
|
|
2022
Q3 | $3.36M | Sell |
52,556
-2,680
| -5% | -$171K | 0.02% | 489 |
|
|
2022
Q2 | $3.91M | Buy |
55,236
+20,503
| +59% | +$1.45M | 0.02% | 430 |
|
|
2022
Q1 | $2.51M | Sell |
34,733
-4,341
| -11% | -$313K | 0.01% | 585 |
|
|
2021
Q4 | $2.65M | Buy |
39,074
+1,007
| +3% | +$68.2K | 0.02% | 538 |
|
|
2021
Q3 | $2.38M | Buy |
38,067
+1,290
| +4% | +$80.6K | 0.02% | 552 |
|
|
2021
Q2 | $2.42M | Buy |
36,777
+10,894
| +42% | +$718K | 0.02% | 513 |
|
|
2021
Q1 | $1.72M | Buy |
25,883
+4,286
| +20% | +$285K | 0.02% | 578 |
|
|
2020
Q4 | $1.44M | Sell |
21,597
-1,393
| -6% | -$92.9K | 0.02% | 511 |
|
|
2020
Q3 | $1.59M | Sell |
22,990
-1,297
| -5% | -$89.5K | 0.02% | 443 |
|
|
2020
Q2 | $1.52M | Buy |
24,287
+1,730
| +8% | +$108K | 0.03% | 384 |
|
|
2020
Q1 | $1.36M | Buy |
22,557
+6,421
| +40% | +$387K | 0.03% | 397 |
|
|
2019
Q4 | $1.02M | Buy |
16,136
+310
| +2% | +$19.7K | 0.02% | 516 |
|
|
2019
Q3 | $1.03M | Sell |
15,826
-2,877
| -15% | -$187K | 0.02% | 480 |
|
|
2019
Q2 | $1.11M | Buy |
18,703
+2,345
| +14% | +$140K | 0.03% | 435 |
|
|
2019
Q1 | $919K | Buy |
+16,358
| New | +$919K | 0.03% | 435 |
|