Schroder Investment Management Group’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 | $3.38M | Sell |
49,686
-3,407
| -6% | -$232K | ﹤0.01% | 838 |
|
|
2025
Q1 | $3.7M | Buy |
53,093
+4,510
| +9% | +$314K | ﹤0.01% | 817 |
|
|
2024
Q4 | $3.28M | Sell |
48,583
-40,648
| -46% | -$2.75M | ﹤0.01% | 848 |
|
|
2024
Q3 | $5.76M | Sell |
89,231
-50,001
| -36% | -$3.23M | 0.01% | 762 |
|
|
2024
Q2 | $7.44M | Buy |
139,232
+42,329
| +44% | +$2.26M | 0.01% | 695 |
|
|
2024
Q1 | $5.21M | Buy |
96,903
+3,155
| +3% | +$170K | 0.01% | 776 |
|
|
2023
Q4 | $5.8M | Buy |
93,748
+12,489
| +15% | +$773K | 0.01% | 737 |
|
|
2023
Q3 | $4.65M | Buy |
81,259
+2,923
| +4% | +$167K | 0.01% | 770 |
|
|
2023
Q2 | $4.87M | Sell |
78,336
-10,647
| -12% | -$662K | 0.01% | 795 |
|
|
2023
Q1 | $6M | Buy |
88,983
+9,909
| +13% | +$668K | 0.01% | 741 |
|
|
2022
Q4 | $5.54M | Buy |
79,074
+25,012
| +46% | +$1.75M | 0.01% | 762 |
|
|
2022
Q3 | $3.46M | Buy |
54,062
+1,522
| +3% | +$97.4K | 0.01% | 846 |
|
|
2022
Q2 | $3.69M | Buy |
52,540
+16,581
| +46% | +$1.16M | 0.01% | 860 |
|
|
2022
Q1 | $2.6M | Buy |
35,959
+14,014
| +64% | +$1.01M | ﹤0.01% | 965 |
|
|
2021
Q4 | $1.49M | Sell |
21,945
-15,927
| -42% | -$1.08M | ﹤0.01% | 975 |
|
|
2021
Q3 | $2.37M | Sell |
37,872
-8,668
| -19% | -$542K | ﹤0.01% | 947 |
|
|
2021
Q2 | $3.07M | Sell |
46,540
-29,095
| -38% | -$1.92M | ﹤0.01% | 931 |
|
|
2021
Q1 | $5.03M | Buy |
75,635
+14,943
| +25% | +$994K | 0.01% | 812 |
|
|
2020
Q4 | $4.05M | Buy |
60,692
+2,865
| +5% | +$191K | 0.01% | 846 |
|
|
2020
Q3 | $4.08M | Sell |
57,827
-6,986
| -11% | -$492K | 0.01% | 762 |
|
|
2020
Q2 | $4.05M | Sell |
64,813
-14,041
| -18% | -$878K | 0.01% | 707 |
|
|
2020
Q1 | $4.82M | Buy |
78,854
+6,542
| +9% | +$400K | 0.01% | 674 |
|
|
2019
Q4 | $4.59M | Sell |
72,312
-101,072
| -58% | -$6.42M | 0.01% | 768 |
|
|
2019
Q3 | $11.3M | Buy |
173,384
+62,528
| +56% | +$4.09M | 0.02% | 589 |
|
|
2019
Q2 | $6.6M | Buy |
110,856
+75,924
| +217% | +$4.52M | 0.01% | 654 |
|
|
2019
Q1 | $1.96M | Sell |
34,932
-407
| -1% | -$22.9K | ﹤0.01% | 812 |
|
|
2018
Q4 | $1.74K | Sell |
35,339
-21,419
| -38% | -$1.06K | ﹤0.01% | 810 |
|
|
2018
Q3 | $2.68M | Buy |
56,758
+38,765
| +215% | +$1.83M | ﹤0.01% | 782 |
|
|
2018
Q2 | $822K | Buy |
17,993
+4,766
| +36% | +$218K | ﹤0.01% | 972 |
|
|
2018
Q1 | $602K | Buy |
13,227
+9
| +0.1% | +$410 | ﹤0.01% | 1034 |
|
|
2017
Q4 | $636K | Buy |
13,218
+769
| +6% | +$37K | ﹤0.01% | 1061 |
|
|
2017
Q3 | $590K | Sell |
12,449
-60,721
| -83% | -$2.88M | ﹤0.01% | 1045 |
|
|
2017
Q2 | $3.36M | Sell |
73,170
-2,149
| -3% | -$98.7K | 0.01% | 782 |
|
|
2017
Q1 | $3.34M | Buy |
75,319
+9,194
| +14% | +$407K | 0.01% | 776 |
|
|
2016
Q4 | $2.69M | Sell |
66,125
-134,137
| -67% | -$5.46M | 0.01% | 799 |
|
|
2016
Q3 | $8.24M | Buy |
200,262
+135,963
| +211% | +$5.59M | 0.02% | 666 |
|
|
2016
Q2 | $2.88M | Sell |
64,299
-1,013
| -2% | -$45.4K | 0.01% | 793 |
|
|
2016
Q1 | $2.71M | Buy |
65,312
+25,153
| +63% | +$1.05M | 0.01% | 788 |
|
|
2015
Q4 | $1.44M | Sell |
40,159
-10,616
| -21% | -$381K | ﹤0.01% | 902 |
|
|
2015
Q3 | $1.8M | Sell |
50,775
-2,546
| -5% | -$90.2K | ﹤0.01% | 856 |
|
|
2015
Q2 | $1.72M | Sell |
53,321
-4,469
| -8% | -$144K | ﹤0.01% | 851 |
|
|
2015
Q1 | $1.99M | Sell |
57,790
-3,894
| -6% | -$134K | ﹤0.01% | 865 |
|
|
2014
Q4 | $2.22M | Buy |
61,684
+39,778
| +182% | +$1.43M | ﹤0.01% | 889 |
|
|
2014
Q3 | $666K | Buy |
21,906
+3,919
| +22% | +$119K | ﹤0.01% | 1071 |
|
|
2014
Q2 | $573K | Sell |
17,987
-1,991
| -10% | -$63.5K | ﹤0.01% | 1048 |
|
|
2014
Q1 | $607K | Buy |
19,978
+4,838
| +32% | +$147K | ﹤0.01% | 1029 |
|
|
2013
Q4 | $423K | Buy |
15,140
+1,800
| +13% | +$50.3K | ﹤0.01% | 1151 |
|
|
2013
Q3 | $368K | Buy |
13,340
+4,607
| +53% | +$127K | ﹤0.01% | 1141 |
|
|
2013
Q2 | $247K | Buy |
+8,733
| New | +$247K | ﹤0.01% | 1190 |
|