SEI Investments’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 | $73.6M | Sell |
1,080,508
-135,110
| -11% | -$9.2M | 0.09% | 249 |
|
|
2025
Q1 | $86.1M | Sell |
1,215,618
-9,743
| -0.8% | -$690K | 0.11% | 196 |
|
|
2024
Q4 | $82.7M | Buy |
1,225,361
+22,424
| +2% | +$1.51M | 0.11% | 198 |
|
|
2024
Q3 | $78.6M | Buy |
1,202,937
+294,549
| +32% | +$19.2M | 0.1% | 215 |
|
|
2024
Q2 | $48.5M | Buy |
908,388
+144,325
| +19% | +$7.71M | 0.07% | 305 |
|
|
2024
Q1 | $41.1M | Buy |
764,063
+23,267
| +3% | +$1.25M | 0.06% | 348 |
|
|
2023
Q4 | $45.9M | Buy |
740,796
+28,333
| +4% | +$1.75M | 0.07% | 296 |
|
|
2023
Q3 | $40.8M | Sell |
712,463
-23,500
| -3% | -$1.34M | 0.07% | 286 |
|
|
2023
Q2 | $45.8M | Sell |
735,963
-41,353
| -5% | -$2.57M | 0.08% | 253 |
|
|
2023
Q1 | $52.4M | Buy |
777,316
+141,566
| +22% | +$9.55M | 0.1% | 208 |
|
|
2022
Q4 | $44.6M | Sell |
635,750
-77,424
| -11% | -$5.43M | 0.1% | 215 |
|
|
2022
Q3 | $45.6M | Buy |
713,174
+36,137
| +5% | +$2.31M | 0.1% | 207 |
|
|
2022
Q2 | $47.9M | Buy |
677,037
+33,375
| +5% | +$2.36M | 0.1% | 190 |
|
|
2022
Q1 | $46.5M | Buy |
643,662
+462,190
| +255% | +$33.4M | 0.09% | 219 |
|
|
2021
Q4 | $12.3M | Buy |
181,472
+28,866
| +19% | +$1.95M | 0.02% | 701 |
|
|
2021
Q3 | $9.54M | Sell |
152,606
-75,547
| -33% | -$4.72M | 0.02% | 764 |
|
|
2021
Q2 | $15M | Buy |
228,153
+66,985
| +42% | +$4.41M | 0.03% | 538 |
|
|
2021
Q1 | $10.7M | Sell |
161,168
-36,327
| -18% | -$2.42M | 0.03% | 641 |
|
|
2020
Q4 | $13.2M | Buy |
197,495
+17,741
| +10% | +$1.18M | 0.03% | 517 |
|
|
2020
Q3 | $12.4M | Buy |
179,754
+11,042
| +7% | +$762K | 0.04% | 461 |
|
|
2020
Q2 | $10.5M | Sell |
168,712
-69,874
| -29% | -$4.37M | 0.03% | 515 |
|
|
2020
Q1 | $14.4M | Sell |
238,586
-16,714
| -7% | -$1.01M | 0.05% | 344 |
|
|
2019
Q4 | $16.2M | Sell |
255,300
-10,896
| -4% | -$691K | 0.05% | 389 |
|
|
2019
Q3 | $17.3M | Sell |
266,196
-15,633
| -6% | -$1.01M | 0.04% | 377 |
|
|
2019
Q2 | $16.7M | Sell |
281,829
-5,992
| -2% | -$356K | 0.05% | 360 |
|
|
2019
Q1 | $16.1M | Buy |
287,821
+31,511
| +12% | +$1.77M | 0.05% | 369 |
|
|
2018
Q4 | $12.1M | Buy |
256,310
+6,338
| +3% | +$300K | 0.04% | 465 |
|
|
2018
Q3 | $11.8M | Sell |
249,972
-74,014
| -23% | -$3.49M | 0.04% | 457 |
|
|
2018
Q2 | $14.8M | Sell |
323,986
-14,042
| -4% | -$641K | 0.05% | 395 |
|
|
2018
Q1 | $15.4M | Sell |
338,028
-31,147
| -8% | -$1.42M | 0.06% | 345 |
|
|
2017
Q4 | $17.8M | Sell |
369,175
-12,063
| -3% | -$580K | 0.06% | 370 |
|
|
2017
Q3 | $18M | Buy |
381,238
+101,588
| +36% | +$4.81M | 0.06% | 340 |
|
|
2017
Q2 | $12.8M | Buy |
279,650
+108,030
| +63% | +$4.96M | 0.05% | 450 |
|
|
2017
Q1 | $7.63M | Buy |
171,620
+6,246
| +4% | +$278K | 0.03% | 618 |
|
|
2016
Q4 | $6.73M | Sell |
165,374
-3,048
| -2% | -$124K | 0.03% | 637 |
|
|
2016
Q3 | $6.93M | Buy |
168,422
+25,256
| +18% | +$1.04M | 0.04% | 568 |
|
|
2016
Q2 | $6.41M | Buy |
143,166
+22,653
| +19% | +$1.01M | 0.04% | 571 |
|
|
2016
Q1 | $5.04M | Sell |
120,513
-67,118
| -36% | -$2.81M | 0.03% | 620 |
|
|
2015
Q4 | $6.74M | Buy |
187,631
+81,070
| +76% | +$2.91M | 0.04% | 543 |
|
|
2015
Q3 | $3.77M | Sell |
106,561
-28,370
| -21% | -$1M | 0.03% | 553 |
|
|
2015
Q2 | $4.34M | Buy |
134,931
+93,815
| +228% | +$3.02M | 0.04% | 505 |
|
|
2015
Q1 | $1.43M | Sell |
41,116
-11,063
| -21% | -$384K | 0.01% | 853 |
|
|
2014
Q4 | $1.87M | Buy |
+52,179
| New | +$1.87M | 0.02% | 725 |
|