New York Life Investment 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 | $5.36M | Buy |
78,653
+2,051
| +3% | +$140K | 0.05% | 315 |
|
|
2025
Q1 | $5.42M | Sell |
76,602
-133
| -0.2% | -$9.42K | 0.06% | 302 |
|
|
2024
Q4 | $5.18M | Buy |
76,735
+2,778
| +4% | +$188K | 0.05% | 316 |
|
|
2024
Q3 | $4.83M | Sell |
73,957
-2,208
| -3% | -$144K | 0.05% | 359 |
|
|
2024
Q2 | $4.07M | Buy |
76,165
+939
| +1% | +$50.2K | 0.04% | 387 |
|
|
2024
Q1 | $4.04M | Sell |
75,226
-2,891
| -4% | -$155K | 0.04% | 388 |
|
|
2023
Q4 | $4.84M | Sell |
78,117
-550
| -0.7% | -$34.1K | 0.05% | 331 |
|
|
2023
Q3 | $4.5M | Buy |
78,667
+687
| +0.9% | +$39.3K | 0.05% | 328 |
|
|
2023
Q2 | $4.85M | Buy |
77,980
+489
| +0.6% | +$30.4K | 0.05% | 318 |
|
|
2023
Q1 | $5.23M | Buy |
77,491
+186
| +0.2% | +$12.5K | 0.06% | 315 |
|
|
2022
Q4 | $5.42M | Buy |
77,305
+108
| +0.1% | +$7.57K | 0.06% | 311 |
|
|
2022
Q3 | $4.94M | Buy |
77,197
+540
| +0.7% | +$34.6K | 0.06% | 310 |
|
|
2022
Q2 | $5.42M | Buy |
+76,657
| New | +$5.42M | 0.06% | 292 |
|
|
2015
Q4 | – | Sell |
-5,000
| Closed | -$177K | – | 209 |
|
|
2015
Q3 | $177K | Hold |
5,000
| – | – | 0.02% | 201 |
|
|
2015
Q2 | $161K | Hold |
5,000
| – | – | 0.02% | 209 |
|
|
2015
Q1 | $174K | Hold |
5,000
| – | – | 0.02% | 204 |
|
|
2014
Q4 | $180K | Hold |
5,000
| – | – | 0.02% | 221 |
|
|
2014
Q3 | $152K | Hold |
5,000
| – | – | 0.03% | 166 |
|
|
2014
Q2 | $161K | Hold |
5,000
| – | – | 0.03% | 167 |
|
|
2014
Q1 | $152K | Buy |
+5,000
| New | +$152K | 0.03% | 133 |
|