Ostrum 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 | $71K | Sell |
1,042
-30
| -3% | -$2.04K | ﹤0.01% | 557 |
|
|
2025
Q1 | $75.9K | Sell |
1,072
-28
| -3% | -$1.98K | ﹤0.01% | 590 |
|
|
2024
Q4 | $74.3K | Sell |
1,100
-47
| -4% | -$3.17K | 0.01% | 607 |
|
|
2024
Q3 | $74.9K | Buy |
1,147
+14
| +1% | +$914 | 0.01% | 590 |
|
|
2024
Q2 | $60.5K | Sell |
1,133
-6,376
| -85% | -$341K | 0.01% | 627 |
|
|
2024
Q1 | $404K | Buy |
7,509
+5,037
| +204% | +$271K | 0.03% | 466 |
|
|
2023
Q4 | $153K | Buy |
2,472
+11
| +0.4% | +$681 | 0.01% | 553 |
|
|
2023
Q3 | $141K | Sell |
2,461
-17
| -0.7% | -$973 | 0.01% | 577 |
|
|
2023
Q2 | $154K | Buy |
2,478
+3
| +0.1% | +$187 | 0.01% | 558 |
|
|
2023
Q1 | $167K | Buy |
+2,475
| New | +$167K | 0.01% | 546 |
|