Natixis Advisors’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 | $22.3M | Buy |
327,768
+48,622
| +17% | +$3.31M | 0.04% | 431 |
|
2025
Q1 | $19.8M | Buy |
279,146
+97,651
| +54% | +$6.91M | 0.04% | 451 |
|
2024
Q4 | $12.3M | Buy |
181,495
+56,528
| +45% | +$3.82M | 0.02% | 590 |
|
2024
Q3 | $8.16M | Buy |
124,967
+5,799
| +5% | +$379K | 0.02% | 706 |
|
2024
Q2 | $6.37M | Buy |
119,168
+21,717
| +22% | +$1.16M | 0.01% | 731 |
|
2024
Q1 | $5.24M | Sell |
97,451
-13,597
| -12% | -$731K | 0.01% | 783 |
|
2023
Q4 | $6.87M | Buy |
111,048
+13,261
| +14% | +$821K | 0.02% | 663 |
|
2023
Q3 | $5.6M | Sell |
97,787
-60,718
| -38% | -$3.47M | 0.02% | 678 |
|
2023
Q2 | $9.85M | Sell |
158,505
-18,466
| -10% | -$1.15M | 0.03% | 537 |
|
2023
Q1 | $11.9M | Buy |
176,971
+23,254
| +15% | +$1.57M | 0.04% | 441 |
|
2022
Q4 | $10.8M | Buy |
153,717
+8,894
| +6% | +$624K | 0.04% | 459 |
|
2022
Q3 | $9.27M | Buy |
144,823
+9,989
| +7% | +$639K | 0.04% | 458 |
|
2022
Q2 | $9.54M | Buy |
134,834
+15,888
| +13% | +$1.12M | 0.04% | 450 |
|
2022
Q1 | $8.58M | Buy |
118,946
+14,514
| +14% | +$1.05M | 0.03% | 511 |
|
2021
Q4 | $7.07M | Buy |
104,432
+6,258
| +6% | +$424K | 0.03% | 552 |
|
2021
Q3 | $6.14M | Sell |
98,174
-10,425
| -10% | -$652K | 0.03% | 581 |
|
2021
Q2 | $7.16M | Buy |
108,599
+1,648
| +2% | +$109K | 0.03% | 515 |
|
2021
Q1 | $7.11M | Buy |
106,951
+1,542
| +1% | +$103K | 0.04% | 483 |
|
2020
Q4 | $7.03M | Buy |
105,409
+5,747
| +6% | +$383K | 0.04% | 445 |
|
2020
Q3 | $6.88M | Sell |
99,662
-1,861
| -2% | -$128K | 0.04% | 422 |
|
2020
Q2 | $6.35M | Buy |
101,523
+14,918
| +17% | +$932K | 0.04% | 429 |
|
2020
Q1 | $5.22M | Buy |
86,605
+21,444
| +33% | +$1.29M | 0.04% | 442 |
|
2019
Q4 | $4.14M | Sell |
65,161
-66,256
| -50% | -$4.21M | 0.03% | 600 |
|
2019
Q3 | $8.53M | Sell |
131,417
-118,172
| -47% | -$7.67M | 0.07% | 319 |
|
2019
Q2 | $14.8M | Buy |
249,589
+8,934
| +4% | +$531K | 0.12% | 188 |
|
2019
Q1 | $13.5M | Buy |
240,655
+12,877
| +6% | +$724K | 0.12% | 193 |
|
2018
Q4 | $11.2M | Buy |
227,778
+48,335
| +27% | +$2.38M | 0.11% | 195 |
|
2018
Q3 | $8.47M | Buy |
179,443
+8,709
| +5% | +$411K | 0.07% | 302 |
|
2018
Q2 | $7.8M | Buy |
170,734
+12,737
| +8% | +$582K | 0.07% | 320 |
|
2018
Q1 | $7.19M | Buy |
157,997
+2,679
| +2% | +$122K | 0.07% | 331 |
|
2017
Q4 | $7.47M | Sell |
155,318
-25,153
| -14% | -$1.21M | 0.08% | 307 |
|
2017
Q3 | $8.54M | Buy |
180,471
+8,232
| +5% | +$389K | 0.09% | 253 |
|
2017
Q2 | $7.9M | Buy |
172,239
+8,532
| +5% | +$391K | 0.09% | 274 |
|
2017
Q1 | $7.28M | Buy |
163,707
+22,206
| +16% | +$987K | 0.08% | 306 |
|
2016
Q4 | $5.76M | Buy |
141,501
+44,605
| +46% | +$1.82M | 0.07% | 357 |
|
2016
Q3 | $3.99M | Buy |
96,896
+38,531
| +66% | +$1.59M | 0.05% | 442 |
|
2016
Q2 | $2.61M | Buy |
58,365
+3,315
| +6% | +$148K | 0.04% | 562 |
|
2016
Q1 | $2.3M | Buy |
55,050
+38,663
| +236% | +$1.62M | 0.03% | 583 |
|
2015
Q4 | $588K | Sell |
16,387
-6,651
| -29% | -$239K | 0.01% | 851 |
|
2015
Q3 | $816K | Sell |
23,038
-12,518
| -35% | -$443K | 0.01% | 819 |
|
2015
Q2 | $1.14M | Sell |
35,556
-1,298
| -4% | -$41.8K | 0.02% | 754 |
|
2015
Q1 | $1.28M | Sell |
36,854
-359
| -1% | -$12.5K | 0.02% | 731 |
|
2014
Q4 | $1.34M | Buy |
37,213
+2,830
| +8% | +$102K | 0.03% | 727 |
|
2014
Q3 | $1.05M | Buy |
34,383
+2,505
| +8% | +$76.1K | 0.02% | 765 |
|
2014
Q2 | $1.03M | Buy |
31,878
+3,234
| +11% | +$104K | 0.01% | 815 |
|
2014
Q1 | $870K | Buy |
28,644
+4,240
| +17% | +$129K | 0.01% | 804 |
|
2013
Q4 | $682K | Buy |
24,404
+9,520
| +64% | +$266K | 0.01% | 828 |
|
2013
Q3 | $411K | Buy |
14,884
+2,369
| +19% | +$65.4K | 0.01% | 894 |
|
2013
Q2 | $355K | Buy |
+12,515
| New | +$355K | 0.01% | 885 |
|