Parsons Capital 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 | $507K | Hold |
7,447
| – | – | 0.03% | 305 |
|
|
2025
Q1 | $527K | Hold |
7,447
| – | – | 0.03% | 308 |
|
|
2024
Q4 | $503K | Hold |
7,447
| – | – | 0.03% | 318 |
|
|
2024
Q3 | $486K | Sell |
7,447
-475
| -6% | -$31K | 0.03% | 323 |
|
|
2024
Q2 | $423K | Hold |
7,922
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $426K | Sell |
7,922
-290
| -4% | -$15.6K | 0.03% | 334 |
|
|
2023
Q4 | $509K | Sell |
8,212
-200
| -2% | -$12.4K | 0.04% | 308 |
|
|
2023
Q3 | $481K | Buy |
8,412
+150
| +2% | +$8.59K | 0.04% | 297 |
|
|
2023
Q2 | $514K | Buy |
8,262
+170
| +2% | +$10.6K | 0.04% | 292 |
|
|
2023
Q1 | $546K | Buy |
8,092
+5
| +0.1% | +$337 | 0.04% | 283 |
|
|
2022
Q4 | $567K | Buy |
8,087
+266
| +3% | +$18.7K | 0.05% | 270 |
|
|
2022
Q3 | $501K | Buy |
7,821
+74
| +1% | +$4.74K | 0.05% | 274 |
|
|
2022
Q2 | $548K | Sell |
7,747
-75
| -1% | -$5.31K | 0.05% | 266 |
|
|
2022
Q1 | $565K | Buy |
7,822
+100
| +1% | +$7.22K | 0.04% | 290 |
|
|
2021
Q4 | $523K | Sell |
7,722
-35
| -0.5% | -$2.37K | 0.04% | 307 |
|
|
2021
Q3 | $485K | Buy |
7,757
+299
| +4% | +$18.7K | 0.04% | 303 |
|
|
2021
Q2 | $491K | Buy |
7,458
+630
| +9% | +$41.5K | 0.04% | 299 |
|
|
2021
Q1 | $454K | Buy |
6,828
+220
| +3% | +$14.6K | 0.04% | 286 |
|
|
2020
Q4 | $441K | Buy |
6,608
+162
| +3% | +$10.8K | 0.04% | 273 |
|
|
2020
Q3 | $445K | Sell |
6,446
-130
| -2% | -$8.98K | 0.04% | 252 |
|
|
2020
Q2 | $411K | Buy |
6,576
+190
| +3% | +$11.9K | 0.04% | 248 |
|
|
2020
Q1 | $385K | Buy |
6,386
+70
| +1% | +$4.22K | 0.05% | 239 |
|
|
2019
Q4 | $401K | Hold |
6,316
| – | – | 0.04% | 266 |
|
|
2019
Q3 | $410K | Sell |
6,316
-13,367
| -68% | -$868K | 0.04% | 257 |
|
|
2019
Q2 | $1.17M | Buy |
19,683
+156
| +0.8% | +$9.28K | 0.13% | 154 |
|
|
2019
Q1 | $1.1M | Buy |
19,527
+560
| +3% | +$31.5K | 0.12% | 164 |
|
|
2018
Q4 | $935K | Sell |
18,967
-45
| -0.2% | -$2.22K | 0.12% | 168 |
|
|
2018
Q3 | $898K | Buy |
19,012
+248
| +1% | +$11.7K | 0.09% | 190 |
|
|
2018
Q2 | $857K | Buy |
18,764
+44
| +0.2% | +$2.01K | 0.1% | 194 |
|
|
2018
Q1 | $851K | Buy |
18,720
+55
| +0.3% | +$2.5K | 0.1% | 190 |
|
|
2017
Q4 | $898K | Hold |
18,665
| – | – | 0.1% | 185 |
|
|
2017
Q3 | $883K | Buy |
18,665
+25
| +0.1% | +$1.18K | 0.1% | 191 |
|
|
2017
Q2 | $855K | Hold |
18,640
| – | – | 0.1% | 188 |
|
|
2017
Q1 | $829K | Buy |
18,640
+160
| +0.9% | +$7.12K | 0.1% | 183 |
|
|
2016
Q4 | $752K | Sell |
18,480
-250
| -1% | -$10.2K | 0.1% | 188 |
|
|
2016
Q3 | $771K | Buy |
18,730
+125
| +0.7% | +$5.15K | 0.1% | 188 |
|
|
2016
Q2 | $833K | Buy |
18,605
+13,567
| +269% | +$607K | 0.11% | 181 |
|
|
2016
Q1 | $211K | Buy |
+5,038
| New | +$211K | 0.03% | 302 |
|
|
2015
Q2 | – | Sell |
-4,613
| Closed | -$161K | – | 543 |
|
|
2015
Q1 | $161K | Buy |
+4,613
| New | +$161K | 0.02% | 337 |
|