Royal London 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 | $2.19M | Buy |
32,174
+2,451
| +8% | +$167K | 0.01% | 602 |
|
|
2025
Q1 | $2.1M | Buy |
+29,723
| New | +$2.1M | 0.01% | 605 |
|
|
2024
Q1 | – | Sell |
-16,598
| Closed | -$1.03M | – | 680 |
|
|
2023
Q4 | $1.03M | Buy |
16,598
+16,127
| +3,424% | +$998K | ﹤0.01% | 641 |
|
|
2023
Q3 | $27K | Buy |
+471
| New | +$27K | ﹤0.01% | 671 |
|
|
2021
Q3 | – | Sell |
-186,661
| Closed | -$12.3M | – | 678 |
|
|
2021
Q2 | $12.3M | Sell |
186,661
-4,337
| -2% | -$286K | 0.05% | 299 |
|
|
2021
Q1 | $12.7M | Buy |
190,998
+5,461
| +3% | +$363K | 0.06% | 270 |
|
|
2020
Q4 | $12.4M | Sell |
185,537
-12,829
| -6% | -$855K | 0.06% | 249 |
|
|
2020
Q3 | $13.6M | Hold |
198,366
| – | – | 0.08% | 200 |
|
|
2020
Q2 | $12.4M | Sell |
198,366
-11,271
| -5% | -$704K | 0.09% | 210 |
|
|
2020
Q1 | $13.1M | Sell |
209,637
-965
| -0.5% | -$60.3K | 0.11% | 188 |
|
|
2019
Q4 | $13.3M | Buy |
210,602
+4,860
| +2% | +$308K | 0.09% | 213 |
|
|
2019
Q3 | $13.4M | Sell |
205,742
-109
| -0.1% | -$7.07K | 0.1% | 213 |
|
|
2019
Q2 | $12.2M | Hold |
205,851
| – | – | 0.12% | 185 |
|
|
2019
Q1 | $11.6M | Sell |
205,851
-9,400
| -4% | -$528K | 0.09% | 227 |
|
|
2018
Q4 | $10.6M | Buy |
215,251
+11,581
| +6% | +$570K | 0.09% | 225 |
|
|
2018
Q3 | $9.62M | Sell |
203,670
-17,513
| -8% | -$827K | 0.1% | 208 |
|
|
2018
Q2 | $10.1M | Buy |
+221,183
| New | +$10.1M | 0.1% | 216 |
|
|
2016
Q2 | $7.56M | Sell |
168,785
-4,965,261
| -97% | -$222M | 0.12% | 184 |
|
|
2016
Q1 | $123K | Buy |
5,134,046
+4,953,537
| +2,744% | +$119K | 0.18% | 132 |
|
|
2015
Q4 | $6.57M | Buy |
180,509
+3,608
| +2% | +$131K | 0.1% | 211 |
|
|
2015
Q3 | $6.26M | Buy |
+176,901
| New | +$6.26M | 0.1% | 217 |
|
|
2014
Q4 | $59.2K | Buy |
162,672
+40,195
| +33% | +$14.6K | 0.11% | 210 |
|
|
2014
Q3 | $3.71M | Buy |
122,477
+7,847
| +7% | +$238K | 0.09% | 238 |
|
|
2014
Q2 | $3.4M | Sell |
114,630
-508
| -0.4% | -$15.1K | 0.08% | 274 |
|
|
2014
Q1 | $3.51M | Sell |
115,138
-681
| -0.6% | -$20.7K | 0.08% | 270 |
|
|
2013
Q4 | $3.27M | Buy |
115,819
+1,420
| +1% | +$40.1K | 0.08% | 273 |
|
|
2013
Q3 | $3.3M | Buy |
114,399
+2,241
| +2% | +$64.7K | 0.09% | 261 |
|
|
2013
Q2 | $3.22M | Buy |
+112,158
| New | +$3.22M | 0.09% | 248 |
|