Nissay Asset Management’s Xcel Energy XEL Stock Holding History

Nissay Asset Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15M	Sell	220,165 -2,874	-1%	-$196K	0.09%	165
2025 Q1	$15.8M	Buy	223,039 +19,263	+9%	+$1.36M	0.1%	149
2024 Q4	$13.9M	Buy	203,776 +17,041	+9%	+$1.16M	0.08%	161
2024 Q3	$12.2M	Buy	186,735 +24,602	+15%	+$1.61M	0.08%	177
2024 Q2	$8.66M	Buy	162,133 +12,338	+8%	+$659K	0.06%	204
2024 Q1	$8.05M	Buy	149,795 +79,524	+113%	+$4.27M	0.06%	206
2023 Q4	$4.35M	Buy	70,271 +7,387	+12%	+$457K	0.04%	293
2023 Q3	$3.6M	Buy	62,884 +4,991	+9%	+$286K	0.03%	304
2023 Q2	$3.6M	Buy	57,893 +905	+2%	+$56.3K	0.03%	313
2023 Q1	$3.84M	Sell	56,988 -2,048	-3%	-$138K	0.03%	286
2022 Q4	$4.14M	Sell	59,036 -33	-0.1%	-$2.31K	0.04%	273
2022 Q3	$3.78M	Buy	59,069 +2,301	+4%	+$147K	0.04%	275
2022 Q2	$4.02M	Buy	56,768 +257	+0.5%	+$18.2K	0.04%	253
2022 Q1	$4.08M	Buy	56,511 +1,413	+3%	+$102K	0.04%	295
2021 Q4	$3.73M	Buy	55,098 +1,994	+4%	+$135K	0.03%	332
2021 Q3	$3.32M	Buy	53,104 +2,377	+5%	+$149K	0.03%	342
2021 Q2	$3.34M	Buy	50,727 +2,229	+5%	+$147K	0.03%	331
2021 Q1	$3.23M	Sell	48,498 -1,181	-2%	-$78.6K	0.03%	318
2020 Q4	$3.31M	Sell	49,679 -1,685	-3%	-$112K	0.05%	289
2020 Q3	$3.55M	Buy	51,364 +1,211	+2%	+$83.6K	0.06%	231
2020 Q2	$3.14M	Buy	50,153 +2,235	+5%	+$140K	0.06%	281
2020 Q1	$2.89M	Buy	47,918 +1,940	+4%	+$117K	0.07%	251
2019 Q4	$2.92M	Buy	45,978 +1,786	+4%	+$113K	0.06%	317
2019 Q3	$2.87M	Buy	44,192 +2,113	+5%	+$137K	0.07%	303
2019 Q2	$2.5M	Buy	42,079 +675	+2%	+$40.2K	0.06%	324
2019 Q1	$2.33M	Buy	41,404 +2,215	+6%	+$124K	0.06%	341
2018 Q4	$1.93M	Buy	39,189 +715	+2%	+$35.2K	0.06%	340
2018 Q3	$1.82M	Buy	38,474 +1,336	+4%	+$63.1K	0.05%	350
2018 Q2	$1.7M	Buy	37,138 +2,387	+7%	+$109K	0.05%	354
2018 Q1	$1.58M	Buy	34,751 +613	+2%	+$27.9K	0.05%	343
2017 Q4	$1.64M	Buy	+34,138	New	+$1.64M	0.05%	340