Mizuho Securities USA’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 | $2.72M | Sell |
39,868
-6,111
| -13% | -$416K | 0.06% | 319 |
|
|
2025
Q1 | $3.25M | Sell |
45,979
-8,446
| -16% | -$598K | 0.07% | 286 |
|
|
2024
Q4 | $3.67M | Buy |
54,425
+18,274
| +51% | +$1.23M | 0.07% | 282 |
|
|
2024
Q3 | $2.36M | Sell |
36,151
-6,695
| -16% | -$437K | 0.05% | 319 |
|
|
2024
Q2 | $2.29M | Buy |
+42,846
| New | +$2.29M | 0.05% | 342 |
|
|
2019
Q1 | – | Sell |
-21,180
| Closed | -$1.04M | – | 136 |
|
|
2018
Q4 | $1.04M | Buy |
+21,180
| New | +$1.04M | 0.14% | 78 |
|
|
2016
Q1 | – | Sell |
-151,000
| Closed | -$5.42M | – | 125 |
|
|
2015
Q4 | $5.42M | Buy |
+151,000
| New | +$5.42M | 0.67% | 20 |
|