Stephens Inc’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 | $491K | Sell |
7,214
-330
| -4% | -$22.5K | 0.01% | 845 |
|
|
2025
Q1 | $534K | Buy |
7,544
+4
| +0.1% | +$283 | 0.01% | 792 |
|
|
2024
Q4 | $509K | Sell |
7,540
-249
| -3% | -$16.8K | 0.01% | 832 |
|
|
2024
Q3 | $509K | Sell |
7,789
-398
| -5% | -$26K | 0.01% | 832 |
|
|
2024
Q2 | $437K | Buy |
8,187
+1,855
| +29% | +$99.1K | 0.01% | 853 |
|
|
2024
Q1 | $340K | Sell |
6,332
-972
| -13% | -$52.2K | 0.01% | 960 |
|
|
2023
Q4 | $452K | Buy |
7,304
+2,775
| +61% | +$172K | 0.01% | 781 |
|
|
2023
Q3 | $259K | Buy |
4,529
+1,248
| +38% | +$71.4K | 0.01% | 947 |
|
|
2023
Q2 | $204K | Buy |
3,281
+174
| +6% | +$10.8K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $210K | Sell |
3,107
-191
| -6% | -$12.9K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $231K | Sell |
3,298
-17,438
| -84% | -$1.22M | ﹤0.01% | 949 |
|
|
2022
Q3 | $1.33M | Sell |
20,736
-1,268
| -6% | -$81.1K | 0.03% | 460 |
|
|
2022
Q2 | $1.56M | Sell |
22,004
-371
| -2% | -$26.3K | 0.03% | 432 |
|
|
2022
Q1 | $1.62M | Sell |
22,375
-44
| -0.2% | -$3.18K | 0.03% | 471 |
|
|
2021
Q4 | $1.52M | Sell |
22,419
-8,630
| -28% | -$584K | 0.02% | 504 |
|
|
2021
Q3 | $1.94M | Sell |
31,049
-23,221
| -43% | -$1.45M | 0.03% | 471 |
|
|
2021
Q2 | $3.58M | Buy |
54,270
+521
| +1% | +$34.3K | 0.05% | 356 |
|
|
2021
Q1 | $3.58M | Buy |
53,749
+391
| +0.7% | +$26K | 0.06% | 316 |
|
|
2020
Q4 | $3.56M | Buy |
53,358
+1,385
| +3% | +$92.3K | 0.06% | 301 |
|
|
2020
Q3 | $3.59M | Sell |
51,973
-868
| -2% | -$59.9K | 0.07% | 267 |
|
|
2020
Q2 | $3.3M | Buy |
52,841
+1,490
| +3% | +$93.1K | 0.07% | 271 |
|
|
2020
Q1 | $3.1M | Buy |
51,351
+1,684
| +3% | +$102K | 0.08% | 253 |
|
|
2019
Q4 | $3.15M | Buy |
49,667
+1,173
| +2% | +$74.5K | 0.07% | 312 |
|
|
2019
Q3 | $3.15M | Buy |
48,494
+18,079
| +59% | +$1.17M | 0.07% | 297 |
|
|
2019
Q2 | $1.81M | Buy |
30,415
+652
| +2% | +$38.8K | 0.04% | 423 |
|
|
2019
Q1 | $1.67M | Buy |
+29,763
| New | +$1.67M | 0.04% | 443 |
|