Moloney Securities 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 | $1.25M | Sell |
18,380
-133
| -0.7% | -$9.06K | 0.15% | 158 |
|
|
2025
Q1 | $1.31M | Sell |
18,513
-42,814
| -70% | -$3.03M | 0.18% | 139 |
|
|
2024
Q4 | $4.14M | Buy |
61,327
+551
| +0.9% | +$37.2K | 0.56% | 43 |
|
|
2024
Q3 | $3.97M | Sell |
60,776
-780
| -1% | -$50.9K | 0.53% | 44 |
|
|
2024
Q2 | $3.29M | Buy |
61,556
+6,257
| +11% | +$334K | 0.48% | 49 |
|
|
2024
Q1 | $2.97M | Buy |
55,299
+177
| +0.3% | +$9.51K | 0.45% | 60 |
|
|
2023
Q4 | $3.41M | Buy |
55,122
+2,020
| +4% | +$125K | 0.54% | 42 |
|
|
2023
Q3 | $3.04M | Buy |
53,102
+765
| +1% | +$43.8K | 0.55% | 43 |
|
|
2023
Q2 | $3.25M | Buy |
52,337
+6,527
| +14% | +$406K | 0.58% | 41 |
|
|
2023
Q1 | $3.09M | Sell |
45,810
-1,781
| -4% | -$120K | 0.58% | 43 |
|
|
2022
Q4 | $3.34M | Buy |
47,591
+695
| +1% | +$48.7K | 0.74% | 34 |
|
|
2022
Q3 | $3M | Sell |
46,896
-151
| -0.3% | -$9.66K | 0.73% | 32 |
|
|
2022
Q2 | $3.33M | Buy |
47,047
+510
| +1% | +$36.1K | 0.78% | 26 |
|
|
2022
Q1 | $3.36M | Buy |
46,537
+1,394
| +3% | +$101K | 0.65% | 35 |
|
|
2021
Q4 | $3.06M | Sell |
45,143
-2,349
| -5% | -$159K | 0.52% | 44 |
|
|
2021
Q3 | $2.97M | Buy |
47,492
+3,454
| +8% | +$216K | 0.54% | 53 |
|
|
2021
Q2 | $2.9M | Buy |
44,038
+797
| +2% | +$52.5K | 0.53% | 53 |
|
|
2021
Q1 | $2.88M | Sell |
43,241
-5,554
| -11% | -$369K | 0.57% | 53 |
|
|
2020
Q4 | $3.25M | Buy |
48,795
+133
| +0.3% | +$8.87K | 0.72% | 34 |
|
|
2020
Q3 | $3.36M | Buy |
48,662
+33,069
| +212% | +$2.28M | 0.89% | 25 |
|
|
2020
Q2 | $975K | Buy |
15,593
+448
| +3% | +$28K | 0.28% | 99 |
|
|
2020
Q1 | $913K | Sell |
15,145
-27
| -0.2% | -$1.63K | 0.33% | 94 |
|
|
2019
Q4 | $963K | Buy |
15,172
+1,435
| +10% | +$91.1K | 0.3% | 105 |
|
|
2019
Q3 | $891K | Sell |
13,737
-482
| -3% | -$31.3K | 0.3% | 102 |
|
|
2019
Q2 | $846K | Sell |
14,219
-1,550
| -10% | -$92.2K | 0.28% | 108 |
|
|
2019
Q1 | $886K | Buy |
15,769
+4,467
| +40% | +$251K | 0.31% | 103 |
|
|
2018
Q4 | $557K | Sell |
11,302
-146
| -1% | -$7.2K | 0.23% | 127 |
|
|
2018
Q3 | $540K | Sell |
11,448
-286
| -2% | -$13.5K | 0.19% | 146 |
|
|
2018
Q2 | $536K | Buy |
11,734
+1,551
| +15% | +$70.8K | 0.2% | 148 |
|
|
2018
Q1 | $463K | Buy |
10,183
+38
| +0.4% | +$1.73K | 0.19% | 149 |
|
|
2017
Q4 | $488K | Sell |
10,145
-617
| -6% | -$29.7K | 0.21% | 139 |
|
|
2017
Q3 | $509K | Sell |
10,762
-1,110
| -9% | -$52.5K | 0.23% | 129 |
|
|
2017
Q2 | $545K | Buy |
11,872
+66
| +0.6% | +$3.03K | 0.27% | 116 |
|
|
2017
Q1 | $525K | Buy |
11,806
+437
| +4% | +$19.4K | 0.27% | 125 |
|
|
2016
Q4 | $463K | Buy |
+11,369
| New | +$463K | 0.28% | 114 |
|