Mesirow Financial Investment 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 | $337K | Buy |
4,955
+941
| +23% | +$64.1K | 0.01% | 417 |
|
|
2025
Q1 | $284K | Buy |
4,014
+325
| +9% | +$23K | 0.01% | 465 |
|
|
2024
Q4 | $249K | Sell |
3,689
-4,833
| -57% | -$326K | ﹤0.01% | 505 |
|
|
2024
Q3 | $557K | Buy |
8,522
+4,270
| +100% | +$279K | 0.01% | 346 |
|
|
2024
Q2 | $227K | Sell |
4,252
-106
| -2% | -$5.66K | 0.01% | 458 |
|
|
2024
Q1 | $234K | Buy |
4,358
+357
| +9% | +$19.2K | 0.01% | 467 |
|
|
2023
Q4 | $248K | Buy |
+4,001
| New | +$248K | 0.01% | 476 |
|