SM
Sciencast Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
+28,682
| New | +$1.95M | 0.4% | 104 |
|
|
2024
Q4 | – | Sell |
-37,901
| Closed | -$2.47M | – | 374 |
|
|
2024
Q3 | $2.47M | Sell |
37,901
-6,724
| -15% | -$439K | 0.73% | 62 |
|
|
2024
Q2 | $2.38M | Buy |
44,625
+13,596
| +44% | +$726K | 0.83% | 12 |
|
|
2024
Q1 | $1.67M | Buy |
31,029
+5,829
| +23% | +$313K | 1.02% | 25 |
|
|
2023
Q4 | $1.56M | Buy |
+25,200
| New | +$1.56M | 0.85% | 11 |
|
|
2023
Q3 | – | Sell |
-9,537
| Closed | -$603K | – | 470 |
|
|
2023
Q2 | $603K | Buy |
+9,537
| New | +$603K | 0.49% | 87 |
|
|
2022
Q1 | – | Sell |
-5,765
| Closed | -$400K | – | 792 |
|
|
2021
Q4 | $400K | Buy |
+5,765
| New | +$400K | 0.07% | 333 |
|
|
2021
Q2 | – | Sell |
-6,208
| Closed | -$422K | – | 732 |
|
|
2021
Q1 | $422K | Buy |
+6,208
| New | +$422K | 0.08% | 317 |
|
|
2020
Q4 | – | Sell |
-20,374
| Closed | -$1.51M | – | 633 |
|
|
2020
Q3 | $1.51M | Sell |
20,374
-40,503
| -67% | -$3M | 0.58% | 43 |
|
|
2020
Q2 | $3.92M | Buy |
+60,877
| New | +$3.92M | 0.98% | 3 |
|
|
2020
Q1 | – | Sell |
-3,622
| Closed | -$226K | – | 596 |
|
|
2019
Q4 | $226K | Buy |
+3,622
| New | +$226K | 0.06% | 417 |
|
|
2019
Q2 | – | Sell |
-42,838
| Closed | -$2.37M | – | 490 |
|
|
2019
Q1 | $2.37M | Buy |
+42,838
| New | +$2.37M | 0.84% | 25 |
|
|
2017
Q3 | – | Sell |
-5,300
| Closed | -$243K | – | 494 |
|
|
2017
Q2 | $243K | Buy |
+5,300
| New | +$243K | 0.14% | 273 |
|
|
2016
Q4 | – | Sell |
-18,761
| Closed | -$772K | – | 245 |
|
|
2016
Q3 | $772K | Buy |
+18,761
| New | +$772K | 2.29% | 7 |
|