Oppenheimer & Co’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 | $1.55M | Sell |
22,689
-573
| -2% | -$39K | 0.02% | 664 |
|
|
2025
Q1 | $1.65M | Sell |
23,262
-8,713
| -27% | -$617K | 0.02% | 605 |
|
|
2024
Q4 | $2.16M | Buy |
31,975
+3,647
| +13% | +$246K | 0.03% | 519 |
|
|
2024
Q3 | $1.85M | Buy |
28,328
+6,225
| +28% | +$406K | 0.03% | 580 |
|
|
2024
Q2 | $1.18M | Buy |
22,103
+591
| +3% | +$31.6K | 0.02% | 710 |
|
|
2024
Q1 | $1.16M | Sell |
21,512
-11,344
| -35% | -$610K | 0.02% | 687 |
|
|
2023
Q4 | $2.03M | Sell |
32,856
-265
| -0.8% | -$16.4K | 0.04% | 489 |
|
|
2023
Q3 | $1.9M | Buy |
33,121
+345
| +1% | +$19.7K | 0.04% | 482 |
|
|
2023
Q2 | $2.04M | Sell |
32,776
-321
| -1% | -$20K | 0.04% | 470 |
|
|
2023
Q1 | $2.23M | Buy |
33,097
+5,324
| +19% | +$359K | 0.05% | 418 |
|
|
2022
Q4 | $1.95M | Buy |
27,773
+5,735
| +26% | +$402K | 0.04% | 452 |
|
|
2022
Q3 | $1.41M | Buy |
22,038
+263
| +1% | +$16.8K | 0.03% | 537 |
|
|
2022
Q2 | $1.54M | Buy |
21,775
+472
| +2% | +$33.4K | 0.03% | 537 |
|
|
2022
Q1 | $1.54M | Buy |
21,303
+466
| +2% | +$33.6K | 0.03% | 584 |
|
|
2021
Q4 | $1.41M | Buy |
20,837
+775
| +4% | +$52.5K | 0.02% | 644 |
|
|
2021
Q3 | $1.25M | Buy |
20,062
+546
| +3% | +$34.1K | 0.02% | 661 |
|
|
2021
Q2 | $1.29M | Sell |
19,516
-634
| -3% | -$41.8K | 0.02% | 654 |
|
|
2021
Q1 | $1.34M | Buy |
20,150
+1,980
| +11% | +$132K | 0.03% | 601 |
|
|
2020
Q4 | $1.21M | Sell |
18,170
-516
| -3% | -$34.4K | 0.03% | 582 |
|
|
2020
Q3 | $1.29M | Sell |
18,686
-1,486
| -7% | -$103K | 0.03% | 495 |
|
|
2020
Q2 | $1.26M | Sell |
20,172
-4,248
| -17% | -$266K | 0.03% | 494 |
|
|
2020
Q1 | $1.47M | Sell |
24,420
-33
| -0.1% | -$1.99K | 0.04% | 419 |
|
|
2019
Q4 | $1.55M | Buy |
24,453
+1,798
| +8% | +$114K | 0.04% | 479 |
|
|
2019
Q3 | $1.47M | Buy |
22,655
+51
| +0.2% | +$3.31K | 0.04% | 482 |
|
|
2019
Q2 | $1.35M | Sell |
22,604
-355
| -2% | -$21.1K | 0.04% | 504 |
|
|
2019
Q1 | $1.29M | Buy |
22,959
+1,270
| +6% | +$71.4K | 0.03% | 511 |
|
|
2018
Q4 | $1.07M | Sell |
21,689
-418
| -2% | -$20.6K | 0.03% | 518 |
|
|
2018
Q3 | $1.04M | Buy |
22,107
+2,091
| +10% | +$98.7K | 0.03% | 586 |
|
|
2018
Q2 | $915K | Buy |
20,016
+2,575
| +15% | +$118K | 0.02% | 628 |
|
|
2018
Q1 | $793K | Buy |
17,441
+3,100
| +22% | +$141K | 0.02% | 687 |
|
|
2017
Q4 | $689K | Sell |
14,341
-3,476
| -20% | -$167K | 0.02% | 745 |
|
|
2017
Q3 | $843K | Buy |
17,817
+2,850
| +19% | +$135K | 0.02% | 670 |
|
|
2017
Q2 | $686K | Buy |
14,967
+3,997
| +36% | +$183K | 0.02% | 723 |
|
|
2017
Q1 | $487K | Buy |
10,970
+680
| +7% | +$30.2K | 0.01% | 810 |
|
|
2016
Q4 | $418K | Sell |
10,290
-717
| -7% | -$29.1K | 0.01% | 869 |
|
|
2016
Q3 | $452K | Sell |
11,007
-2,987
| -21% | -$123K | 0.01% | 848 |
|
|
2016
Q2 | $627K | Buy |
13,994
+159
| +1% | +$7.12K | 0.02% | 705 |
|
|
2016
Q1 | $578K | Sell |
13,835
-578
| -4% | -$24.1K | 0.02% | 703 |
|
|
2015
Q4 | $518K | Buy |
14,413
+32
| +0.2% | +$1.15K | 0.02% | 756 |
|
|
2015
Q3 | $509K | Sell |
14,381
-242
| -2% | -$8.57K | 0.02% | 799 |
|
|
2015
Q2 | $470K | Sell |
14,623
-975
| -6% | -$31.3K | 0.01% | 902 |
|
|
2015
Q1 | $543K | Buy |
15,598
+153
| +1% | +$5.33K | 0.01% | 835 |
|
|
2014
Q4 | $555K | Buy |
15,445
+32
| +0.2% | +$1.15K | 0.02% | 782 |
|
|
2014
Q3 | $469K | Sell |
15,413
-4,389
| -22% | -$134K | 0.01% | 876 |
|
|
2014
Q2 | $638K | Sell |
19,802
-36,865
| -65% | -$1.19M | 0.02% | 772 |
|
|
2014
Q1 | $1.72M | Sell |
56,667
-11
| -0% | -$334 | 0.05% | 424 |
|
|
2013
Q4 | $1.58M | Sell |
56,678
-12,652
| -18% | -$354K | 0.05% | 413 |
|
|
2013
Q3 | $1.91M | Sell |
69,330
-358
| -0.5% | -$9.88K | 0.07% | 329 |
|
|
2013
Q2 | $1.98M | Buy |
+69,688
| New | +$1.98M | 0.08% | 309 |
|