O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
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|
2025
Q1 | $7.2M | Buy |
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|
2024
Q4 | $6.83M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.19M | Sell |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $4.01M | Buy |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.59M | Buy |
|
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $800K | Buy |
|
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $135K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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