Prelude 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 | $285K | Sell |
4,189
-776
| -16% | -$52.8K | 0.03% | 631 |
|
|
2025
Q1 | $351K | Sell |
4,965
-8,830
| -64% | -$625K | 0.03% | 553 |
|
|
2024
Q4 | $931K | Buy |
+13,795
| New | +$931K | 0.06% | 333 |
|
|
2022
Q4 | – | Sell |
-19,824
| Closed | -$1.27M | – | 1527 |
|
|
2022
Q3 | $1.27M | Buy |
19,824
+8,436
| +74% | +$540K | 0.05% | 339 |
|
|
2022
Q2 | $806K | Buy |
+11,388
| New | +$806K | 0.02% | 499 |
|
|
2022
Q1 | – | Sell |
-19,519
| Closed | -$1.32M | – | 1973 |
|
|
2021
Q4 | $1.32M | Buy |
+19,519
| New | +$1.32M | 0.03% | 352 |
|
|
2021
Q3 | – | Sell |
-7,496
| Closed | -$516K | – | 1756 |
|
|
2021
Q2 | $516K | Buy |
7,496
+2,233
| +42% | +$154K | 0.02% | 730 |
|
|
2021
Q1 | $351K | Buy |
5,263
+1,566
| +42% | +$104K | 0.01% | 730 |
|
|
2020
Q4 | $246K | Buy |
+3,697
| New | +$246K | 0.01% | 590 |
|
|
2020
Q3 | – | Sell |
-5,559
| Closed | -$347K | – | 1909 |
|
|
2020
Q2 | $347K | Buy |
5,559
+3,188
| +134% | +$199K | 0.02% | 373 |
|
|
2020
Q1 | $143K | Buy |
+2,371
| New | +$143K | 0.01% | 296 |
|
|
2019
Q3 | – | Sell |
-1,770
| Closed | -$105K | – | 1635 |
|
|
2019
Q2 | $105K | Buy |
+1,770
| New | +$105K | 0.01% | 627 |
|
|
2018
Q3 | – | Sell |
-9,577
| Closed | -$437K | – | 1717 |
|
|
2018
Q2 | $437K | Sell |
9,577
-6,221
| -39% | -$284K | 0.03% | 449 |
|
|
2018
Q1 | $718K | Buy |
15,798
+2,573
| +19% | +$117K | 0.05% | 309 |
|
|
2017
Q4 | $636K | Buy |
13,225
+4,229
| +47% | +$203K | 0.05% | 309 |
|
|
2017
Q3 | $426K | Buy |
+8,996
| New | +$426K | 0.04% | 377 |
|
|
2017
Q2 | – | Sell |
-4,350
| Closed | -$193K | – | 1800 |
|
|
2017
Q1 | $193K | Buy |
+4,350
| New | +$193K | 0.02% | 532 |
|
|
2015
Q2 | – | Sell |
-5,660
| Closed | -$197K | – | 1987 |
|
|
2015
Q1 | $197K | Sell |
5,660
-16,917
| -75% | -$589K | 0.03% | 626 |
|
|
2014
Q4 | $811K | Buy |
+22,577
| New | +$811K | 0.12% | 170 |
|
|
2013
Q4 | – | Sell |
-10,535
| Closed | -$291K | – | 1824 |
|
|
2013
Q3 | $291K | Buy |
+10,535
| New | +$291K | 0.05% | 369 |
|