Osaic Holdings’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 | $10.8M | Buy |
158,838
+15,053
| +10% | +$1.03M | 0.02% | 651 |
|
|
2025
Q1 | $10.2M | Sell |
143,785
-4,554
| -3% | -$322K | 0.02% | 668 |
|
|
2024
Q4 | $9.91M | Buy |
148,339
+7,209
| +5% | +$482K | 0.02% | 666 |
|
|
2024
Q3 | $9.22M | Buy |
141,130
+7,470
| +6% | +$488K | 0.02% | 714 |
|
|
2024
Q2 | $7.14M | Sell |
133,660
-19,854
| -13% | -$1.06M | 0.02% | 807 |
|
|
2024
Q1 | $8.25M | Sell |
153,514
-24,229
| -14% | -$1.3M | 0.02% | 772 |
|
|
2023
Q4 | $11M | Sell |
177,743
-55,213
| -24% | -$3.42M | 0.02% | 740 |
|
|
2023
Q3 | $13.3M | Buy |
232,956
+71,017
| +44% | +$4.06M | 0.02% | 718 |
|
|
2023
Q2 | $10.1M | Buy |
161,939
+6,125
| +4% | +$381K | 0.02% | 759 |
|
|
2023
Q1 | $10.5M | Sell |
155,814
-20,668
| -12% | -$1.39M | 0.02% | 746 |
|
|
2022
Q4 | $12.4M | Buy |
176,482
+2,573
| +1% | +$180K | 0.03% | 632 |
|
|
2022
Q3 | $11.1M | Sell |
173,909
-19,379
| -10% | -$1.24M | 0.03% | 603 |
|
|
2022
Q2 | $13.7M | Buy |
193,288
+29,189
| +18% | +$2.07M | 0.03% | 515 |
|
|
2022
Q1 | $11.7M | Buy |
164,099
+7,481
| +5% | +$532K | 0.02% | 667 |
|
|
2021
Q4 | $10.6M | Buy |
156,618
+6,130
| +4% | +$415K | 0.02% | 715 |
|
|
2021
Q3 | $9.41M | Buy |
150,488
+7,442
| +5% | +$465K | 0.02% | 697 |
|
|
2021
Q2 | $9.43M | Buy |
143,046
+7,817
| +6% | +$515K | 0.02% | 676 |
|
|
2021
Q1 | $8.99M | Sell |
135,229
-101,162
| -43% | -$6.73M | 0.02% | 643 |
|
|
2020
Q4 | $15.8M | Buy |
236,391
+9,045
| +4% | +$603K | 0.04% | 385 |
|
|
2020
Q3 | $15.6M | Buy |
227,346
+28,040
| +14% | +$1.93M | 0.05% | 339 |
|
|
2020
Q2 | $12.5M | Sell |
199,306
-62,669
| -24% | -$3.92M | 0.04% | 373 |
|
|
2020
Q1 | $10.9M | Buy |
+261,975
| New | +$10.9M | 0.04% | 350 |
|