Savant Capital’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 | $2.24M | Buy |
32,822
+1,914
| +6% | +$130K | 0.01% | 527 |
|
|
2025
Q1 | $2.19M | Sell |
30,908
-139
| -0.4% | -$9.84K | 0.02% | 485 |
|
|
2024
Q4 | $2.1M | Buy |
31,047
+199
| +0.6% | +$13.4K | 0.02% | 432 |
|
|
2024
Q3 | $2.01M | Sell |
30,848
-923
| -3% | -$60.3K | 0.02% | 425 |
|
|
2024
Q2 | $1.7M | Buy |
31,771
+16,834
| +113% | +$899K | 0.02% | 428 |
|
|
2024
Q1 | $803K | Buy |
14,937
+3,307
| +28% | +$178K | 0.01% | 608 |
|
|
2023
Q4 | $720K | Buy |
11,630
+2,061
| +22% | +$128K | 0.01% | 486 |
|
|
2023
Q3 | $548K | Sell |
9,569
-668
| -7% | -$38.2K | 0.01% | 500 |
|
|
2023
Q2 | $636K | Buy |
10,237
+476
| +5% | +$29.6K | 0.01% | 464 |
|
|
2023
Q1 | $658K | Buy |
9,761
+108
| +1% | +$7.28K | 0.01% | 408 |
|
|
2022
Q4 | $677K | Sell |
9,653
-1,141
| -11% | -$80K | 0.02% | 322 |
|
|
2022
Q3 | $691K | Sell |
10,794
-272
| -2% | -$17.4K | 0.02% | 293 |
|
|
2022
Q2 | $783K | Buy |
11,066
+232
| +2% | +$16.4K | 0.02% | 271 |
|
|
2022
Q1 | $782K | Sell |
10,834
-131
| -1% | -$9.46K | 0.03% | 281 |
|
|
2021
Q4 | $743K | Buy |
10,965
+2,047
| +23% | +$139K | 0.02% | 285 |
|
|
2021
Q3 | $557K | Buy |
8,918
+877
| +11% | +$54.8K | 0.02% | 306 |
|
|
2021
Q2 | $530K | Buy |
8,041
+76
| +1% | +$5.01K | 0.02% | 297 |
|
|
2021
Q1 | $530K | Buy |
7,965
+186
| +2% | +$12.4K | 0.03% | 273 |
|
|
2020
Q4 | $519K | Sell |
7,779
-188
| -2% | -$12.5K | 0.03% | 261 |
|
|
2020
Q3 | $550K | Sell |
7,967
-18
| -0.2% | -$1.24K | 0.04% | 239 |
|
|
2020
Q2 | $499K | Buy |
7,985
+1,425
| +22% | +$89.1K | 0.04% | 243 |
|
|
2020
Q1 | $396K | Buy |
6,560
+220
| +3% | +$13.3K | 0.04% | 253 |
|
|
2019
Q4 | $403K | Buy |
6,340
+153
| +2% | +$9.73K | 0.05% | 235 |
|
|
2019
Q3 | $401K | Buy |
6,187
+8
| +0.1% | +$519 | 0.06% | 222 |
|
|
2019
Q2 | $368K | Buy |
6,179
+9
| +0.1% | +$536 | 0.05% | 233 |
|
|
2019
Q1 | $347K | Hold |
6,170
| – | – | 0.07% | 199 |
|
|
2018
Q4 | $304K | Buy |
6,170
+1,135
| +23% | +$55.9K | 0.06% | 201 |
|
|
2018
Q3 | $238K | Sell |
5,035
-170
| -3% | -$8.04K | 0.04% | 258 |
|
|
2018
Q2 | $238K | Buy |
5,205
+185
| +4% | +$8.46K | 0.05% | 252 |
|
|
2018
Q1 | $228K | Sell |
5,020
-237
| -5% | -$10.8K | 0.05% | 258 |
|
|
2017
Q4 | $253K | Buy |
5,257
+20
| +0.4% | +$963 | 0.05% | 247 |
|
|
2017
Q3 | $248K | Buy |
5,237
+100
| +2% | +$4.74K | 0.06% | 236 |
|
|
2017
Q2 | $236K | Hold |
5,137
| – | – | 0.06% | 240 |
|
|
2017
Q1 | $228K | Buy |
5,137
+77
| +2% | +$3.42K | 0.06% | 236 |
|
|
2016
Q4 | $206K | Sell |
5,060
-10
| -0.2% | -$407 | 0.06% | 245 |
|
|
2016
Q3 | $209K | Sell |
5,070
-2,288
| -31% | -$94.3K | 0.06% | 238 |
|
|
2016
Q2 | $329K | Buy |
7,358
+210
| +3% | +$9.39K | 0.09% | 171 |
|
|
2016
Q1 | $299K | Buy |
7,148
+140
| +2% | +$5.86K | 0.09% | 168 |
|
|
2015
Q4 | $252K | Buy |
7,008
+70
| +1% | +$2.52K | 0.08% | 192 |
|
|
2015
Q3 | $246K | Sell |
6,938
-370
| -5% | -$13.1K | 0.09% | 179 |
|
|
2015
Q2 | $235K | Sell |
7,308
-440
| -6% | -$14.1K | 0.08% | 198 |
|
|
2015
Q1 | $270K | Buy |
7,748
+1,710
| +28% | +$59.6K | 0.1% | 172 |
|
|
2014
Q4 | $217K | Buy |
+6,038
| New | +$217K | 0.08% | 201 |
|