Nisa Investment 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 | $4.16M | Sell |
60,509
-1,007
| -2% | -$69.2K | 0.02% | 454 |
|
|
2025
Q1 | $4.39M | Buy |
61,516
+5,497
| +10% | +$392K | 0.02% | 443 |
|
|
2024
Q4 | $3.78M | Sell |
56,019
-5,516
| -9% | -$372K | 0.01% | 517 |
|
|
2024
Q3 | $4.05M | Sell |
61,535
-3,686
| -6% | -$243K | 0.02% | 478 |
|
|
2024
Q2 | $3.52M | Sell |
65,221
-403
| -0.6% | -$21.7K | 0.02% | 521 |
|
|
2024
Q1 | $3.56M | Buy |
65,624
+3,034
| +5% | +$165K | 0.02% | 542 |
|
|
2023
Q4 | $3.87M | Buy |
62,590
+2,740
| +5% | +$170K | 0.03% | 475 |
|
|
2023
Q3 | $3.42M | Buy |
59,850
+4,799
| +9% | +$275K | 0.03% | 513 |
|
|
2023
Q2 | $3.42M | Sell |
55,051
-1,454
| -3% | -$90.4K | 0.03% | 523 |
|
|
2023
Q1 | $3.81M | Buy |
56,505
+514
| +0.9% | +$34.7K | 0.03% | 487 |
|
|
2022
Q4 | $3.93M | Buy |
55,991
+625
| +1% | +$43.8K | 0.03% | 513 |
|
|
2022
Q3 | $3.55M | Sell |
55,366
-15,279
| -22% | -$979K | 0.03% | 475 |
|
|
2022
Q2 | $5M | Hold |
70,645
| – | – | 0.04% | 368 |
|
|
2022
Q1 | $5.1M | Sell |
70,645
-5,200
| -7% | -$375K | 0.04% | 420 |
|
|
2021
Q4 | $5.28M | Sell |
75,845
-5,095
| -6% | -$355K | 0.04% | 386 |
|
|
2021
Q3 | $5.06K | Buy |
80,940
+11,400
| +16% | +$713 | 0.03% | 438 |
|
|
2021
Q2 | $4.58K | Sell |
69,540
-21,530
| -24% | -$1.42K | 0.03% | 470 |
|
|
2021
Q1 | $6.06K | Buy |
91,070
+2,750
| +3% | +$183 | 0.04% | 398 |
|
|
2020
Q4 | $5.89M | Sell |
88,320
-5,700
| -6% | -$380K | 0.04% | 398 |
|
|
2020
Q3 | $6.49M | Sell |
94,020
-23,917
| -20% | -$1.65M | 0.05% | 311 |
|
|
2020
Q2 | $7.37M | Buy |
117,937
+22,817
| +24% | +$1.43M | 0.07% | 264 |
|
|
2020
Q1 | $5.74M | Sell |
95,120
-2,400
| -2% | -$145K | 0.06% | 275 |
|
|
2019
Q4 | $6.19M | Sell |
97,520
-1,600
| -2% | -$102K | 0.05% | 324 |
|
|
2019
Q3 | $6.43M | Sell |
99,120
-2,505
| -2% | -$163K | 0.06% | 311 |
|
|
2019
Q2 | $6.05M | Buy |
101,625
+1,555
| +2% | +$92.5K | 0.06% | 321 |
|
|
2019
Q1 | $5.63M | Buy |
100,070
+9,850
| +11% | +$554K | 0.05% | 336 |
|
|
2018
Q4 | $4.45M | Sell |
90,220
-11,000
| -11% | -$542K | 0.05% | 349 |
|
|
2018
Q3 | $4.78M | Sell |
101,220
-5,450
| -5% | -$257K | 0.04% | 385 |
|
|
2018
Q2 | $4.87M | Buy |
106,670
+22,680
| +27% | +$1.04M | 0.05% | 358 |
|
|
2018
Q1 | $3.8M | Sell |
83,990
-15,600
| -16% | -$706K | 0.04% | 418 |
|
|
2017
Q4 | $4.79M | Sell |
99,590
-9,150
| -8% | -$440K | 0.05% | 347 |
|
|
2017
Q3 | $5.15M | Buy |
108,740
+14,750
| +16% | +$698K | 0.06% | 318 |
|
|
2017
Q2 | $4.32M | Sell |
93,990
-3,050
| -3% | -$140K | 0.05% | 360 |
|
|
2017
Q1 | $4.31M | Buy |
97,040
+6,350
| +7% | +$282K | 0.05% | 362 |
|
|
2016
Q4 | $3.69M | Buy |
90,690
+39,625
| +78% | +$1.61M | 0.04% | 394 |
|
|
2016
Q3 | $2.1M | Buy |
51,065
+4,300
| +9% | +$177K | 0.03% | 565 |
|
|
2016
Q2 | $2.09M | Buy |
46,765
+5,365
| +13% | +$240K | 0.03% | 541 |
|
|
2016
Q1 | $1.73M | Sell |
41,400
-800
| -2% | -$33.4K | 0.02% | 581 |
|
|
2015
Q4 | $1.52M | Sell |
42,200
-20,000
| -32% | -$718K | 0.02% | 618 |
|
|
2015
Q3 | $2.19M | Sell |
62,200
-37,600
| -38% | -$1.32M | 0.03% | 505 |
|
|
2015
Q2 | $3.21M | Buy |
99,800
+51,200
| +105% | +$1.65M | 0.05% | 404 |
|
|
2015
Q1 | $1.69M | Sell |
48,600
-19,200
| -28% | -$668K | 0.02% | 625 |
|
|
2014
Q4 | $2.44M | Sell |
67,800
-3,000
| -4% | -$108K | 0.03% | 515 |
|
|
2014
Q3 | $2.15M | Buy |
70,800
+5,800
| +9% | +$176K | 0.03% | 538 |
|
|
2014
Q2 | $2.1M | Sell |
65,000
-44,200
| -40% | -$1.42M | 0.03% | 561 |
|
|
2014
Q1 | $3.32M | Buy |
109,200
+39,300
| +56% | +$1.19M | 0.05% | 383 |
|
|
2013
Q4 | $1.95M | Sell |
69,900
-42,400
| -38% | -$1.18M | 0.03% | 556 |
|
|
2013
Q3 | $3.1M | Buy |
112,300
+59,900
| +114% | +$1.65M | 0.05% | 388 |
|
|
2013
Q2 | $1.49M | Buy |
+52,400
| New | +$1.49M | 0.02% | 619 |
|