Metis Global Partners’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 | $3.51M | Buy |
51,568
+3,758
| +8% | +$256K | 0.09% | 193 |
|
2025
Q1 | $3.38M | Buy |
47,810
+5,654
| +13% | +$400K | 0.1% | 188 |
|
2024
Q4 | $2.85M | Buy |
42,156
+2,328
| +6% | +$157K | 0.09% | 195 |
|
2024
Q3 | $2.6M | Buy |
39,828
+5,450
| +16% | +$356K | 0.08% | 224 |
|
2024
Q2 | $1.84M | Buy |
34,378
+1,915
| +6% | +$102K | 0.06% | 269 |
|
2024
Q1 | $1.74M | Buy |
32,463
+320
| +1% | +$17.2K | 0.06% | 281 |
|
2023
Q4 | $1.99M | Sell |
32,143
-701
| -2% | -$43.4K | 0.08% | 238 |
|
2023
Q3 | $1.88M | Buy |
32,844
+4,178
| +15% | +$239K | 0.09% | 226 |
|
2023
Q2 | $1.78M | Buy |
28,666
+11,484
| +67% | +$714K | 0.1% | 224 |
|
2023
Q1 | $1.16M | Buy |
17,182
+5,831
| +51% | +$393K | 0.07% | 289 |
|
2022
Q4 | $796K | Buy |
11,351
+3,269
| +40% | +$229K | 0.07% | 315 |
|
2022
Q3 | $517K | Sell |
8,082
-48
| -0.6% | -$3.07K | 0.08% | 289 |
|
2022
Q2 | $575K | Sell |
8,130
-390
| -5% | -$27.6K | 0.09% | 257 |
|
2022
Q1 | $616K | Buy |
8,520
+3,819
| +81% | +$276K | 0.07% | 251 |
|
2021
Q4 | $318K | Buy |
+4,701
| New | +$318K | 0.09% | 256 |
|