Morgan Stanley’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 | $457M | Buy |
6,715,196
+447,965
| +7% | +$30.5M | 0.03% | 537 |
|
|
2025
Q1 | $444M | Sell |
6,267,231
-1,019,324
| -14% | -$72.2M | 0.03% | 513 |
|
|
2024
Q4 | $492M | Buy |
7,286,555
+323,062
| +5% | +$21.8M | 0.03% | 475 |
|
|
2024
Q3 | $455M | Sell |
6,963,493
-542,385
| -7% | -$35.4M | 0.03% | 505 |
|
|
2024
Q2 | $401M | Sell |
7,505,878
-1,485,020
| -17% | -$79.3M | 0.03% | 524 |
|
|
2024
Q1 | $483M | Sell |
8,990,898
-3,028,202
| -25% | -$163M | 0.04% | 453 |
|
|
2023
Q4 | $744M | Buy |
12,019,100
+6,648,221
| +124% | +$412M | 0.03% | 516 |
|
|
2023
Q3 | $307M | Sell |
5,370,879
-529,959
| -9% | -$30.3M | 0.03% | 538 |
|
|
2023
Q2 | $367M | Buy |
5,900,838
+925,230
| +19% | +$57.5M | 0.04% | 479 |
|
|
2023
Q1 | $336M | Buy |
4,975,608
+3,137
| +0.1% | +$212K | 0.04% | 502 |
|
|
2022
Q4 | $349M | Buy |
4,972,471
+999,186
| +25% | +$70.1M | 0.04% | 467 |
|
|
2022
Q3 | $254M | Sell |
3,973,285
-354,224
| -8% | -$22.7M | 0.03% | 485 |
|
|
2022
Q2 | $306M | Buy |
4,327,509
+2,429,773
| +128% | +$172M | 0.04% | 439 |
|
|
2022
Q1 | $137M | Sell |
1,897,736
-57,085
| -3% | -$4.12M | 0.02% | 684 |
|
|
2021
Q4 | $132M | Sell |
1,954,821
-48,748
| -2% | -$3.3M | 0.02% | 735 |
|
|
2021
Q3 | $125M | Buy |
2,003,569
+281,347
| +16% | +$17.6M | 0.02% | 712 |
|
|
2021
Q2 | $113M | Buy |
1,722,222
+307,473
| +22% | +$20.3M | 0.02% | 784 |
|
|
2021
Q1 | $94.1M | Sell |
1,414,749
-408,247
| -22% | -$27.2M | 0.01% | 795 |
|
|
2020
Q4 | $122M | Sell |
1,822,996
-14,211
| -0.8% | -$947K | 0.02% | 635 |
|
|
2020
Q3 | $127M | Buy |
1,837,207
+311,285
| +20% | +$21.5M | 0.02% | 512 |
|
|
2020
Q2 | $95.4M | Buy |
1,525,922
+35,489
| +2% | +$2.22M | 0.02% | 573 |
|
|
2020
Q1 | $89.9M | Buy |
1,490,433
+52,847
| +4% | +$3.19M | 0.02% | 514 |
|
|
2019
Q4 | $91.3M | Buy |
1,437,586
+135,967
| +10% | +$8.63M | 0.02% | 648 |
|
|
2019
Q3 | $84.5M | Buy |
1,301,619
+23,507
| +2% | +$1.53M | 0.02% | 620 |
|
|
2019
Q2 | $76M | Buy |
1,278,112
+88,756
| +7% | +$5.28M | 0.02% | 659 |
|
|
2019
Q1 | $66.9M | Sell |
1,189,356
-332,361
| -22% | -$18.7M | 0.02% | 695 |
|
|
2018
Q4 | $75M | Sell |
1,521,717
-215,201
| -12% | -$10.6M | 0.02% | 645 |
|
|
2018
Q3 | $82M | Sell |
1,736,918
-279,250
| -14% | -$13.2M | 0.02% | 698 |
|
|
2018
Q2 | $92.1M | Buy |
2,016,168
+767,419
| +61% | +$35.1M | 0.02% | 610 |
|
|
2018
Q1 | $56.8M | Sell |
1,248,749
-713,766
| -36% | -$32.5M | 0.02% | 843 |
|
|
2017
Q4 | $94.4M | Sell |
1,962,515
-11,212
| -0.6% | -$539K | 0.03% | 616 |
|
|
2017
Q3 | $93.4M | Buy |
1,973,727
+487,228
| +33% | +$23.1M | 0.03% | 589 |
|
|
2017
Q2 | $68.2M | Buy |
1,486,499
+571,697
| +62% | +$26.2M | 0.02% | 750 |
|
|
2017
Q1 | $40.7M | Sell |
914,802
-576,077
| -39% | -$25.6M | 0.01% | 1038 |
|
|
2016
Q4 | $60.7M | Sell |
1,490,879
-77,071
| -5% | -$3.14M | 0.02% | 766 |
|
|
2016
Q3 | $64.5M | Buy |
1,567,950
+626,625
| +67% | +$25.8M | 0.02% | 722 |
|
|
2016
Q2 | $42.2M | Buy |
941,325
+23,553
| +3% | +$1.05M | 0.02% | 896 |
|
|
2016
Q1 | $38.4M | Buy |
917,772
+279,184
| +44% | +$11.7M | 0.01% | 907 |
|
|
2015
Q4 | $22.9M | Sell |
638,588
-281,568
| -31% | -$10.1M | 0.01% | 1297 |
|
|
2015
Q3 | $32.6M | Buy |
920,156
+151,363
| +20% | +$5.36M | 0.01% | 1045 |
|
|
2015
Q2 | $24.7M | Sell |
768,793
-261,749
| -25% | -$8.42M | 0.01% | 1321 |
|
|
2015
Q1 | $35.9M | Sell |
1,030,542
-680,771
| -40% | -$23.7M | 0.01% | 1039 |
|
|
2014
Q4 | $61.5M | Buy |
1,711,313
+647,753
| +61% | +$23.3M | 0.02% | 739 |
|
|
2014
Q3 | $32.3M | Sell |
1,063,560
-180,992
| -15% | -$5.5M | 0.01% | 1088 |
|
|
2014
Q2 | $40.1M | Buy |
1,244,552
+215,783
| +21% | +$6.95M | 0.02% | 927 |
|
|
2014
Q1 | $31.2M | Buy |
1,028,769
+67,085
| +7% | +$2.04M | 0.01% | 1035 |
|
|
2013
Q4 | $26.9M | Buy |
961,684
+174,999
| +22% | +$4.89M | 0.01% | 1129 |
|
|
2013
Q3 | $21.7M | Sell |
786,685
-553,024
| -41% | -$15.3M | 0.01% | 1162 |
|
|
2013
Q2 | $38M | Buy |
+1,339,709
| New | +$38M | 0.02% | 780 |
|