Stifel Financial’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 | $84.4M | Sell |
1,239,542
-8,342
| -0.7% | -$568K | 0.08% | 243 |
|
|
2025
Q1 | $88.3M | Sell |
1,247,884
-6,544
| -0.5% | -$463K | 0.09% | 226 |
|
|
2024
Q4 | $84.7M | Sell |
1,254,428
-11,230
| -0.9% | -$758K | 0.09% | 225 |
|
|
2024
Q3 | $82.6M | Buy |
1,265,658
+202,389
| +19% | +$13.2M | 0.09% | 233 |
|
|
2024
Q2 | $56.8M | Buy |
1,063,269
+837,373
| +371% | +$44.7M | 0.06% | 281 |
|
|
2024
Q1 | $12.1M | Sell |
225,896
-515
| -0.2% | -$27.7K | 0.01% | 735 |
|
|
2023
Q4 | $14M | Buy |
226,411
+91,346
| +68% | +$5.66M | 0.02% | 647 |
|
|
2023
Q3 | $7.73M | Sell |
135,065
-10,935
| -7% | -$626K | 0.01% | 827 |
|
|
2023
Q2 | $9.08M | Buy |
146,000
+8,016
| +6% | +$498K | 0.01% | 754 |
|
|
2023
Q1 | $9.31M | Buy |
137,984
+1,575
| +1% | +$106K | 0.01% | 716 |
|
|
2022
Q4 | $9.56M | Sell |
136,409
-27,607
| -17% | -$1.94M | 0.01% | 678 |
|
|
2022
Q3 | $10.5M | Sell |
164,016
-17,444
| -10% | -$1.12M | 0.02% | 625 |
|
|
2022
Q2 | $12.8M | Buy |
181,460
+50,093
| +38% | +$3.54M | 0.02% | 575 |
|
|
2022
Q1 | $9.48M | Buy |
131,367
+34,948
| +36% | +$2.52M | 0.01% | 753 |
|
|
2021
Q4 | $6.53M | Buy |
96,419
+3,619
| +4% | +$245K | 0.01% | 925 |
|
|
2021
Q3 | $5.8M | Sell |
92,800
-569
| -0.6% | -$35.6K | 0.01% | 939 |
|
|
2021
Q2 | $6.15M | Sell |
93,369
-1,771
| -2% | -$117K | 0.01% | 916 |
|
|
2021
Q1 | $6.33M | Sell |
95,140
-2,935
| -3% | -$195K | 0.01% | 848 |
|
|
2020
Q4 | $6.54M | Sell |
98,075
-1,399
| -1% | -$93.3K | 0.01% | 760 |
|
|
2020
Q3 | $6.86M | Buy |
99,474
+42,874
| +76% | +$2.96M | 0.01% | 656 |
|
|
2020
Q2 | $3.54M | Sell |
56,600
-3,710
| -6% | -$232K | 0.01% | 883 |
|
|
2020
Q1 | $3.64M | Sell |
60,310
-7,522
| -11% | -$454K | 0.01% | 780 |
|
|
2019
Q4 | $4.31M | Sell |
67,832
-25,421
| -27% | -$1.61M | 0.01% | 950 |
|
|
2019
Q3 | $6.03M | Buy |
93,253
+2,934
| +3% | +$190K | 0.02% | 760 |
|
|
2019
Q2 | $5.35M | Buy |
90,319
+4,939
| +6% | +$293K | 0.01% | 836 |
|
|
2019
Q1 | $4.8M | Sell |
85,380
-9,464
| -10% | -$533K | 0.01% | 832 |
|
|
2018
Q4 | $4.66M | Buy |
94,844
+10,435
| +12% | +$513K | 0.02% | 806 |
|
|
2018
Q3 | $3.98M | Sell |
84,409
-115,407
| -58% | -$5.45M | 0.01% | 928 |
|
|
2018
Q2 | $9.1M | Buy |
199,816
+3,019
| +2% | +$137K | 0.03% | 578 |
|
|
2018
Q1 | $8.95M | Buy |
196,797
+114,772
| +140% | +$5.22M | 0.03% | 569 |
|
|
2017
Q4 | $3.94M | Buy |
82,025
+25
| +0% | +$1.2K | 0.01% | 868 |
|
|
2017
Q3 | $3.89M | Buy |
82,000
+1,775
| +2% | +$84.1K | 0.01% | 835 |
|
|
2017
Q2 | $3.69M | Buy |
80,225
+3,254
| +4% | +$150K | 0.01% | 837 |
|
|
2017
Q1 | $3.43M | Buy |
76,971
+33,230
| +76% | +$1.48M | 0.01% | 851 |
|
|
2016
Q4 | $1.78M | Buy |
43,741
+2,950
| +7% | +$120K | 0.01% | 1083 |
|
|
2016
Q3 | $1.68M | Sell |
40,791
-25,546
| -39% | -$1.05M | 0.01% | 1076 |
|
|
2016
Q2 | $2.97M | Buy |
66,337
+11,887
| +22% | +$532K | 0.01% | 829 |
|
|
2016
Q1 | $2.28M | Sell |
54,450
-37,300
| -41% | -$1.56M | 0.01% | 868 |
|
|
2015
Q4 | $3.3M | Buy |
91,750
+48,229
| +111% | +$1.73M | 0.02% | 748 |
|
|
2015
Q3 | $1.54M | Sell |
43,521
-5,864
| -12% | -$208K | 0.01% | 1033 |
|
|
2015
Q2 | $1.55M | Buy |
49,385
+9,894
| +25% | +$310K | 0.01% | 1140 |
|
|
2015
Q1 | $1.37M | Buy |
39,491
+2,465
| +7% | +$85.6K | 0.01% | 1130 |
|
|
2014
Q4 | $1.33M | Buy |
37,026
+8,601
| +30% | +$309K | 0.01% | 1116 |
|
|
2014
Q3 | $864K | Buy |
28,425
+7,607
| +37% | +$231K | 0.01% | 1211 |
|
|
2014
Q2 | $671K | Buy |
20,818
+2,956
| +17% | +$95.3K | 0.01% | 1320 |
|
|
2014
Q1 | $542K | Buy |
+17,862
| New | +$542K | 0.01% | 1398 |
|