Oppenheimer Asset 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 | $1.5M | Buy |
22,062
+485
| +2% | +$33K | 0.02% | 651 |
|
|
2025
Q1 | $1.53M | Sell |
21,577
-426
| -2% | -$30.2K | 0.02% | 607 |
|
|
2024
Q4 | $1.49M | Buy |
22,003
+1,500
| +7% | +$101K | 0.02% | 618 |
|
|
2024
Q3 | $1.34M | Buy |
20,503
+1,050
| +5% | +$68.6K | 0.02% | 655 |
|
|
2024
Q2 | $1.04M | Buy |
19,453
+1,497
| +8% | +$80K | 0.01% | 704 |
|
|
2024
Q1 | $965K | Buy |
+17,956
| New | +$965K | 0.01% | 685 |
|
|
2022
Q2 | – | Sell |
-4,607
| Closed | -$333K | – | 1224 |
|
|
2022
Q1 | $333K | Buy |
4,607
+95
| +2% | +$6.87K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $306K | Buy |
4,512
+308
| +7% | +$20.9K | ﹤0.01% | 1069 |
|
|
2021
Q3 | $263K | Sell |
4,204
-273
| -6% | -$17.1K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $295K | Buy |
4,477
+401
| +10% | +$26.4K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $271K | Sell |
4,076
-5,624
| -58% | -$374K | ﹤0.01% | 1048 |
|
|
2020
Q4 | $647K | Sell |
9,700
-211
| -2% | -$14.1K | 0.01% | 813 |
|
|
2020
Q3 | $684K | Buy |
9,911
+31
| +0.3% | +$2.14K | 0.01% | 728 |
|
|
2020
Q2 | $618K | Buy |
9,880
+355
| +4% | +$22.2K | 0.01% | 737 |
|
|
2020
Q1 | $574K | Sell |
9,525
-239
| -2% | -$14.4K | 0.01% | 691 |
|
|
2019
Q4 | $620K | Buy |
9,764
+375
| +4% | +$23.8K | 0.01% | 762 |
|
|
2019
Q3 | $609K | Sell |
9,389
-37
| -0.4% | -$2.4K | 0.01% | 756 |
|
|
2019
Q2 | $561K | Sell |
9,426
-94
| -1% | -$5.6K | 0.01% | 783 |
|
|
2019
Q1 | $536K | Sell |
9,520
-76
| -0.8% | -$4.28K | 0.01% | 781 |
|
|
2018
Q4 | $473K | Buy |
9,596
+66
| +0.7% | +$3.25K | 0.01% | 785 |
|
|
2018
Q3 | $450K | Sell |
9,530
-1,233
| -11% | -$58.2K | 0.01% | 849 |
|
|
2018
Q2 | $492K | Sell |
10,763
-164
| -2% | -$7.5K | 0.01% | 797 |
|
|
2018
Q1 | $498K | Sell |
10,927
-220
| -2% | -$10K | 0.01% | 792 |
|
|
2017
Q4 | $528K | Hold |
11,147
| – | – | 0.01% | 776 |
|
|
2017
Q3 | $528K | Buy |
11,147
+112
| +1% | +$5.31K | 0.01% | 780 |
|
|
2017
Q2 | $507K | Buy |
11,035
+715
| +7% | +$32.9K | 0.01% | 776 |
|
|
2017
Q1 | $459K | Buy |
+10,320
| New | +$459K | 0.01% | 808 |
|