Moors & Cabot’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 | $677K | Hold |
9,939
| – | – | 0.03% | 429 |
|
|
2025
Q1 | $704K | Sell |
9,939
-1,503
| -13% | -$106K | 0.04% | 400 |
|
|
2024
Q4 | $773K | Buy |
11,442
+658
| +6% | +$44.4K | 0.04% | 388 |
|
|
2024
Q3 | $704K | Buy |
10,784
+100
| +0.9% | +$6.53K | 0.04% | 409 |
|
|
2024
Q2 | $571K | Sell |
10,684
-7,795
| -42% | -$416K | 0.03% | 440 |
|
|
2024
Q1 | $993K | Buy |
18,479
+10,140
| +122% | +$545K | 0.05% | 314 |
|
|
2023
Q4 | $516K | Sell |
8,339
-846
| -9% | -$52.4K | 0.03% | 455 |
|
|
2023
Q3 | $526K | Buy |
9,185
+298
| +3% | +$17.1K | 0.04% | 419 |
|
|
2023
Q2 | $553K | Sell |
8,887
-278
| -3% | -$17.3K | 0.04% | 415 |
|
|
2023
Q1 | $618K | Sell |
9,165
-47
| -0.5% | -$3.17K | 0.04% | 368 |
|
|
2022
Q4 | $646K | Sell |
9,212
-615
| -6% | -$43.1K | 0.05% | 353 |
|
|
2022
Q3 | $629K | Sell |
9,827
-800
| -8% | -$51.2K | 0.05% | 341 |
|
|
2022
Q2 | $752K | Sell |
10,627
-337
| -3% | -$23.8K | 0.05% | 320 |
|
|
2022
Q1 | $791K | Sell |
10,964
-175
| -2% | -$12.6K | 0.05% | 348 |
|
|
2021
Q4 | $754K | Buy |
11,139
+1,675
| +18% | +$113K | 0.05% | 351 |
|
|
2021
Q3 | $595K | Buy |
9,464
+1,431
| +18% | +$90K | 0.04% | 402 |
|
|
2021
Q2 | $529K | Sell |
8,033
-499
| -6% | -$32.9K | 0.04% | 408 |
|
|
2021
Q1 | $567K | Buy |
8,532
+268
| +3% | +$17.8K | 0.04% | 364 |
|
|
2020
Q4 | $553K | Buy |
8,264
+911
| +12% | +$61K | 0.05% | 342 |
|
|
2020
Q3 | $508K | Sell |
7,353
-71
| -1% | -$4.91K | 0.05% | 326 |
|
|
2020
Q2 | $466K | Buy |
7,424
+1,333
| +22% | +$83.7K | 0.05% | 330 |
|
|
2020
Q1 | $365K | Sell |
6,091
-2,064
| -25% | -$124K | 0.05% | 315 |
|
|
2019
Q4 | $518K | Sell |
8,155
-513
| -6% | -$32.6K | 0.05% | 336 |
|
|
2019
Q3 | $559K | Buy |
8,668
+1,147
| +15% | +$74K | 0.06% | 297 |
|
|
2019
Q2 | $450K | Buy |
7,521
+1,349
| +22% | +$80.7K | 0.06% | 322 |
|
|
2019
Q1 | $346K | Sell |
6,172
-1,233
| -17% | -$69.1K | 0.05% | 354 |
|
|
2018
Q4 | $366K | Sell |
7,405
-2,194
| -23% | -$108K | 0.06% | 315 |
|
|
2018
Q3 | $451K | Buy |
9,599
+105
| +1% | +$4.93K | 0.06% | 329 |
|
|
2018
Q2 | $434K | Buy |
9,494
+1,197
| +14% | +$54.7K | 0.06% | 328 |
|
|
2018
Q1 | $377K | Sell |
8,297
-145
| -2% | -$6.59K | 0.05% | 378 |
|
|
2017
Q4 | $407K | Sell |
8,442
-219
| -3% | -$10.6K | 0.05% | 359 |
|
|
2017
Q3 | $408K | Sell |
8,661
-732
| -8% | -$34.5K | 0.06% | 343 |
|
|
2017
Q2 | $433K | Buy |
9,393
+1,049
| +13% | +$48.4K | 0.07% | 318 |
|
|
2017
Q1 | $369K | Sell |
8,344
-640
| -7% | -$28.3K | 0.06% | 338 |
|
|
2016
Q4 | $361K | Sell |
8,984
-2,994
| -25% | -$120K | 0.06% | 343 |
|
|
2016
Q3 | $494K | Sell |
11,978
-586
| -5% | -$24.2K | 0.08% | 270 |
|
|
2016
Q2 | $560K | Buy |
12,564
+3,407
| +37% | +$152K | 0.1% | 247 |
|
|
2016
Q1 | $382K | Sell |
9,157
-690
| -7% | -$28.8K | 0.07% | 297 |
|
|
2015
Q4 | $353K | Sell |
9,847
-741
| -7% | -$26.6K | 0.06% | 314 |
|
|
2015
Q3 | $376K | Sell |
10,588
-490
| -4% | -$17.4K | 0.07% | 308 |
|
|
2015
Q2 | $354K | Sell |
11,078
-32
| -0.3% | -$1.02K | 0.06% | 344 |
|
|
2015
Q1 | $384K | Buy |
11,110
+13
| +0.1% | +$449 | 0.06% | 319 |
|
|
2014
Q4 | $399K | Buy |
11,097
+13
| +0.1% | +$467 | 0.07% | 311 |
|
|
2014
Q3 | $336K | Buy |
11,084
+61
| +0.6% | +$1.85K | 0.06% | 348 |
|
|
2014
Q2 | $353K | Buy |
11,023
+1,479
| +15% | +$47.4K | 0.06% | 340 |
|
|
2014
Q1 | $290K | Buy |
+9,544
| New | +$290K | 0.07% | 281 |
|