Raymond James & Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $70.5M | Sell |
1,078,988
-24,821
| -2% | -$1.62M | 0.04% | 356 |
|
|
2024
Q2 | $59M | Buy |
1,103,809
+502,231
| +83% | +$26.8M | 0.04% | 369 |
|
|
2024
Q1 | $32.3M | Sell |
601,578
-69,593
| -10% | -$3.74M | 0.02% | 567 |
|
|
2023
Q4 | $41.6M | Buy |
671,171
+358,099
| +114% | +$22.2M | 0.03% | 445 |
|
|
2023
Q3 | $17.9M | Buy |
313,072
+84,670
| +37% | +$4.84M | 0.02% | 730 |
|
|
2023
Q2 | $14.2M | Sell |
228,402
-2,357
| -1% | -$147K | 0.01% | 858 |
|
|
2023
Q1 | $15.6M | Buy |
230,759
+5,547
| +2% | +$374K | 0.01% | 801 |
|
|
2022
Q4 | $15.8M | Sell |
225,212
-6,256
| -3% | -$439K | 0.01% | 774 |
|
|
2022
Q3 | $14.8M | Buy |
231,468
+4,131
| +2% | +$264K | 0.02% | 748 |
|
|
2022
Q2 | $16.1M | Sell |
227,337
-370,668
| -62% | -$26.2M | 0.02% | 720 |
|
|
2022
Q1 | $43.2M | Buy |
598,005
+20,476
| +4% | +$1.48M | 0.04% | 402 |
|
|
2021
Q4 | $39.1M | Buy |
577,529
+13,921
| +2% | +$942K | 0.03% | 460 |
|
|
2021
Q3 | $35.2M | Buy |
563,608
+18,154
| +3% | +$1.13M | 0.03% | 469 |
|
|
2021
Q2 | $35.9M | Buy |
545,454
+21,426
| +4% | +$1.41M | 0.03% | 454 |
|
|
2021
Q1 | $34.9M | Sell |
524,028
-84,491
| -14% | -$5.62M | 0.04% | 425 |
|
|
2020
Q4 | $40.6M | Buy |
608,519
+16,715
| +3% | +$1.11M | 0.04% | 354 |
|
|
2020
Q3 | $40.8M | Buy |
591,804
+13,340
| +2% | +$921K | 0.05% | 302 |
|
|
2020
Q2 | $36.2M | Sell |
578,464
-104,902
| -15% | -$6.56M | 0.05% | 323 |
|
|
2020
Q1 | $41.2M | Buy |
683,366
+12,598
| +2% | +$760K | 0.07% | 241 |
|
|
2019
Q4 | $42.6M | Buy |
670,768
+28,679
| +4% | +$1.82M | 0.05% | 306 |
|
|
2019
Q3 | $41.7M | Sell |
642,089
-885
| -0.1% | -$57.4K | 0.06% | 291 |
|
|
2019
Q2 | $38.3M | Sell |
642,974
-52,496
| -8% | -$3.12M | 0.06% | 321 |
|
|
2019
Q1 | $39.1M | Buy |
695,470
+26,371
| +4% | +$1.48M | 0.06% | 306 |
|
|
2018
Q4 | $33M | Buy |
669,099
+37,712
| +6% | +$1.86M | 0.06% | 303 |
|
|
2018
Q3 | $29.8M | Buy |
631,387
+36,959
| +6% | +$1.74M | 0.05% | 383 |
|
|
2018
Q2 | $27.2M | Sell |
594,428
-15,471
| -3% | -$707K | 0.05% | 390 |
|
|
2018
Q1 | $27.7M | Buy |
609,899
+24,502
| +4% | +$1.11M | 0.05% | 363 |
|
|
2017
Q4 | $28.2M | Buy |
585,397
+61,647
| +12% | +$2.97M | 0.05% | 353 |
|
|
2017
Q3 | $24.8M | Buy |
523,750
+157,574
| +43% | +$7.46M | 0.05% | 376 |
|
|
2017
Q2 | $16.8M | Buy |
366,176
+58,352
| +19% | +$2.68M | 0.04% | 493 |
|
|
2017
Q1 | $13.7M | Buy |
307,824
+16,612
| +6% | +$738K | 0.03% | 535 |
|
|
2016
Q4 | $11.9M | Buy |
291,212
+29,728
| +11% | +$1.21M | 0.03% | 553 |
|
|
2016
Q3 | $10.8M | Buy |
261,484
+11,541
| +5% | +$475K | 0.03% | 570 |
|
|
2016
Q2 | $11.2M | Buy |
249,943
+22,292
| +10% | +$998K | 0.04% | 499 |
|
|
2016
Q1 | $9.52M | Buy |
227,651
+11,078
| +5% | +$463K | 0.03% | 541 |
|
|
2015
Q4 | $7.78M | Buy |
216,573
+17,981
| +9% | +$646K | 0.03% | 623 |
|
|
2015
Q3 | $7.03M | Buy |
198,592
+29,103
| +17% | +$1.03M | 0.03% | 609 |
|
|
2015
Q2 | $5.45M | Buy |
169,489
+44,302
| +35% | +$1.43M | 0.02% | 770 |
|
|
2015
Q1 | $4.36M | Sell |
125,187
-2,936
| -2% | -$102K | 0.02% | 818 |
|
|
2014
Q4 | $4.6M | Buy |
128,123
+5,102
| +4% | +$183K | 0.02% | 720 |
|
|
2014
Q3 | $3.74M | Buy |
123,021
+16,987
| +16% | +$516K | 0.02% | 769 |
|
|
2014
Q2 | $3.42M | Buy |
106,034
+10,474
| +11% | +$338K | 0.02% | 809 |
|
|
2014
Q1 | $2.9M | Sell |
95,560
-5,959
| -6% | -$181K | 0.02% | 826 |
|
|
2013
Q4 | $2.84M | Sell |
101,519
-33,998
| -25% | -$950K | 0.02% | 776 |
|
|
2013
Q3 | $3.74M | Sell |
135,517
-52,878
| -28% | -$1.46M | 0.03% | 585 |
|
|
2013
Q2 | $5.34M | Buy |
+188,395
| New | +$5.34M | 0.05% | 404 |
|