Paradigm Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,400
| Closed | -$878K | – | 561 |
|
|
2025
Q1 | $878K | Hold |
12,400
| – | – | 0.23% | 182 |
|
|
2024
Q4 | $837K | Buy |
+12,400
| New | +$837K | 0.23% | 194 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$90.5K | – | 423 |
|
|
2020
Q1 | $90.5K | Hold |
1,500
| – | – | 0.04% | 301 |
|
|
2019
Q4 | $95.2K | Buy |
+1,500
| New | +$95.2K | 0.03% | 343 |
|
|
2016
Q4 | – | Sell |
-16,050
| Closed | -$660K | – | 645 |
|
|
2016
Q3 | $660K | Sell |
16,050
-50
| -0.3% | -$2.06K | 0.12% | 194 |
|
|
2016
Q2 | $721K | Buy |
+16,100
| New | +$721K | 0.13% | 137 |
|
|
2015
Q3 | – | Sell |
-25,600
| Closed | -$824K | – | 886 |
|
|
2015
Q2 | $824K | Buy |
25,600
+200
| +0.8% | +$6.44K | 0.09% | 237 |
|
|
2015
Q1 | $884K | Buy |
+25,400
| New | +$884K | 0.1% | 217 |
|