Northwestern Mutual Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Buy |
133,691
+9,124
| +7% | +$716K | 0.01% | 590 |
|
|
2025
Q4 | $9.2M | Buy |
124,567
+9,588
| +8% | +$756K | 0.01% | 596 |
|
|
2025
Q3 | $9.27M | Buy |
114,979
+6,265
| +6% | +$453K | 0.01% | 559 |
|
|
2025
Q2 | $7.4M | Buy |
108,714
+72,005
| +196% | +$4.99M | 0.01% | 574 |
|
|
2025
Q1 | $2.6M | Buy |
36,709
+3,907
| +12% | +$266K | ﹤0.01% | 840 |
|
|
2024
Q4 | $2.21M | Buy |
32,802
+3,277
| +11% | +$220K | ﹤0.01% | 838 |
|
|
2024
Q3 | $1.93M | Buy |
29,525
+3,003
| +11% | +$178K | ﹤0.01% | 864 |
|
|
2024
Q2 | $1.42M | Buy |
26,522
+842
| +3% | +$45.8K | ﹤0.01% | 917 |
|
|
2024
Q1 | $1.38M | Sell |
25,680
-1,108
| -4% | -$63.3K | ﹤0.01% | 906 |
|
|
2023
Q4 | $1.66M | Buy |
26,788
+1,477
| +6% | +$88.6K | ﹤0.01% | 830 |
|
|
2023
Q3 | $1.45M | Sell |
25,311
-604
| -2% | -$36.3K | ﹤0.01% | 819 |
|
|
2023
Q2 | $1.61M | Buy |
25,915
+2,169
| +9% | +$145K | ﹤0.01% | 776 |
|
|
2023
Q1 | $1.6M | Buy |
23,746
+2,683
| +13% | +$181K | ﹤0.01% | 761 |
|
|
2022
Q4 | $1.48M | Buy |
21,063
+886
| +4% | +$58.9K | ﹤0.01% | 745 |
|
|
2022
Q3 | $1.29M | Sell |
20,177
-1,973
| -9% | -$144K | ﹤0.01% | 758 |
|
|
2022
Q2 | $1.57M | Sell |
22,150
-4,812
| -18% | -$350K | ﹤0.01% | 688 |
|
|
2022
Q1 | $1.95M | Sell |
26,962
-29
| -0.1% | -$1.99K | ﹤0.01% | 650 |
|
|
2021
Q4 | $1.83M | Sell |
26,991
-2,032
| -7% | -$132K | ﹤0.01% | 629 |
|
|
2021
Q3 | $1.81M | Buy |
29,023
+1,343
| +5% | +$90.7K | ﹤0.01% | 599 |
|
|
2021
Q2 | $1.82M | Sell |
27,680
-3,473
| -11% | -$242K | ﹤0.01% | 581 |
|
|
2021
Q1 | $2.07M | Buy |
31,153
+3,572
| +13% | +$226K | ﹤0.01% | 511 |
|
|
2020
Q4 | $1.84M | Buy |
27,581
+2,389
| +9% | +$166K | ﹤0.01% | 495 |
|
|
2020
Q3 | $1.74M | Buy |
25,192
+2,099
| +9% | +$143K | ﹤0.01% | 452 |
|
|
2020
Q2 | $1.44M | Sell |
23,093
-157
| -0.7% | -$9.89K | ﹤0.01% | 467 |
|
|
2020
Q1 | $1.4M | Sell |
23,250
-3,377
| -13% | -$220K | 0.01% | 423 |
|
|
2019
Q4 | $1.69M | Sell |
26,627
-14,660
| -36% | -$917K | 0.01% | 425 |
|
|
2019
Q3 | $2.68M | Buy |
41,287
+468
| +1% | +$29.2K | 0.01% | 335 |
|
|
2019
Q2 | $2.43M | Sell |
40,819
-541
| -1% | -$31.1K | 0.01% | 343 |
|
|
2019
Q1 | $2.33M | Sell |
41,360
-8,521
| -17% | -$453K | 0.01% | 341 |
|
|
2018
Q4 | $2.46M | Sell |
49,881
-5,896
| -11% | -$296K | 0.01% | 315 |
|
|
2018
Q3 | $2.63M | Buy |
55,777
+15,593
| +39% | +$736K | 0.01% | 287 |
|
|
2018
Q2 | $1.84M | Buy |
40,184
+17,825
| +80% | +$798K | 0.01% | 316 |
|
|
2018
Q1 | $1.02M | Buy |
22,359
+2,119
| +10% | +$94.4K | 0.01% | 394 |
|
|
2017
Q4 | $974K | Buy |
20,240
+3,206
| +19% | +$159K | 0.01% | 373 |
|
|
2017
Q3 | $806K | Buy |
17,034
+114
| +0.7% | +$5.47K | 0.01% | 392 |
|
|
2017
Q2 | $776K | Buy |
16,920
+3,320
| +24% | +$153K | 0.01% | 395 |
|
|
2017
Q1 | $604K | Buy |
13,600
+2,008
| +17% | +$85.1K | 0.01% | 418 |
|
|
2016
Q4 | $472K | Buy |
+11,592
| New | +$464K | 0.01% | 461 |
|
|
2016
Q3 | – | Sell |
-9,635
| Closed | -$431K | – | 1559 |
|
|
2016
Q2 | $431K | Sell |
9,635
-995
| -9% | -$41.2K | 0.01% | 432 |
|
|
2016
Q1 | $444K | Sell |
10,630
-579
| -5% | -$22.6K | 0.01% | 416 |
|
|
2015
Q4 | $403K | Sell |
11,209
-976
| -8% | -$34.8K | 0.01% | 390 |
|
|
2015
Q3 | $431K | Buy |
12,185
+3,261
| +37% | +$111K | 0.01% | 353 |
|
|
2015
Q2 | $287K | Sell |
8,924
-1,438
| -14% | -$48.4K | 0.01% | 412 |
|
|
2015
Q1 | $361K | Sell |
10,362
-3,269
| -24% | -$117K | 0.01% | 363 |
|
|
2014
Q4 | $490K | Buy |
13,631
+1,955
| +17% | +$65.6K | 0.02% | 299 |
|
|
2014
Q3 | $355K | Sell |
11,676
-4,360
| -27% | -$136K | 0.01% | 324 |
|
|
2014
Q2 | $517K | Buy |
16,036
+5,733
| +56% | +$178K | 0.02% | 270 |
|
|
2014
Q1 | $313K | Sell |
10,303
-35
| -0.3% | -$1.02K | 0.01% | 321 |
|
|
2013
Q4 | $289K | Buy |
10,338
+4,018
| +64% | +$113K | 0.01% | 331 |
|
|
2013
Q3 | $174K | Sell |
6,320
-180
| -3% | -$5.15K | 0.01% | 378 |
|
|
2013
Q2 | $184K | Buy |
+6,500
| New | +$194K | 0.01% | 349 |
|
Other funds holding XEL
VCM
VPM
