Stillwater Investment Management (Minnesota)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.2M | Buy |
17,827
+127
| +0.7% | +$8.57K | 0.32% | 49 |
|
|
2022
Q4 | $1.24M | Buy |
17,700
+142
| +0.8% | +$9.96K | 0.35% | 50 |
|
|
2022
Q3 | $1.12M | Buy |
17,558
+126
| +0.7% | +$8.07K | 0.35% | 50 |
|
|
2022
Q2 | $1.23M | Buy |
17,432
+112
| +0.6% | +$7.92K | 0.36% | 49 |
|
|
2022
Q1 | $1.25M | Sell |
17,320
-780
| -4% | -$56.3K | 0.31% | 48 |
|
|
2021
Q4 | $1.23M | Buy |
18,100
+48
| +0.3% | +$3.25K | 0.3% | 51 |
|
|
2021
Q3 | $1.13M | Sell |
18,052
-98
| -0.5% | -$6.12K | 0.3% | 49 |
|
|
2021
Q2 | $1.2M | Buy |
18,150
+116
| +0.6% | +$7.64K | 0.32% | 49 |
|
|
2021
Q1 | $1.2M | Buy |
18,034
+116
| +0.6% | +$7.71K | 0.34% | 48 |
|
|
2020
Q4 | $1.2M | Buy |
17,918
+420
| +2% | +$28K | 0.37% | 48 |
|
|
2020
Q3 | $1.21M | Buy |
17,498
+112
| +0.6% | +$7.73K | 0.44% | 46 |
|
|
2020
Q2 | $1.09M | Buy |
17,386
+116
| +0.7% | +$7.25K | 0.43% | 47 |
|
|
2020
Q1 | $1.04M | Buy |
17,270
+105
| +0.6% | +$6.33K | 0.5% | 45 |
|
|
2019
Q4 | $1.09M | Buy |
17,165
+870
| +5% | +$55.2K | 0.41% | 51 |
|
|
2019
Q3 | $1.06M | Buy |
16,295
+109
| +0.7% | +$7.07K | 0.44% | 48 |
|
|
2019
Q2 | $963K | Buy |
16,186
+119
| +0.7% | +$7.08K | 0.4% | 49 |
|
|
2019
Q1 | $903K | Sell |
16,067
-2,164
| -12% | -$122K | 0.37% | 50 |
|
|
2018
Q4 | $898K | Buy |
18,231
+141
| +0.8% | +$6.95K | 0.42% | 49 |
|
|
2018
Q3 | $854K | Sell |
18,090
-1,258
| -7% | -$59.4K | 0.34% | 50 |
|
|
2018
Q2 | $884K | Buy |
19,348
+161
| +0.8% | +$7.36K | 0.38% | 50 |
|
|
2018
Q1 | $873K | Buy |
+19,187
| New | +$873K | 0.38% | 51 |
|
|
2017
Q4 | – | Sell |
-19,343
| Closed | -$915K | – | 77 |
|
|
2017
Q3 | $915K | Buy |
19,343
+147
| +0.8% | +$6.95K | 0.42% | 52 |
|
|
2017
Q2 | $881K | Buy |
19,196
+153
| +0.8% | +$7.02K | 0.42% | 52 |
|
|
2017
Q1 | $846K | Sell |
19,043
-1,045
| -5% | -$46.4K | 0.41% | 57 |
|
|
2016
Q4 | $818K | Buy |
20,088
+169
| +0.8% | +$6.88K | 0.42% | 57 |
|
|
2016
Q3 | $819K | Buy |
19,919
+155
| +0.8% | +$6.37K | 0.44% | 56 |
|
|
2016
Q2 | $885K | Buy |
19,764
+969
| +5% | +$43.4K | 0.5% | 53 |
|
|
2016
Q1 | $786K | Sell |
18,795
-679
| -3% | -$28.4K | 0.47% | 53 |
|
|
2015
Q4 | $699K | Buy |
19,474
+168
| +0.9% | +$6.03K | 0.44% | 56 |
|
|
2015
Q3 | $684K | Sell |
19,306
-35
| -0.2% | -$1.24K | 0.46% | 53 |
|
|
2015
Q2 | $622K | Buy |
19,341
+239
| +1% | +$7.69K | 0.39% | 55 |
|
|
2015
Q1 | $665K | Buy |
19,102
+483
| +3% | +$16.8K | 0.43% | 56 |
|
|
2014
Q4 | $669K | Buy |
18,619
+160
| +0.9% | +$5.75K | 0.45% | 57 |
|
|
2014
Q3 | $561K | Buy |
18,459
+165
| +0.9% | +$5.02K | 0.4% | 57 |
|
|
2014
Q2 | $590K | Buy |
18,294
+165
| +0.9% | +$5.32K | 0.43% | 57 |
|
|
2014
Q1 | $550K | Sell |
18,129
-181
| -1% | -$5.49K | 0.42% | 58 |
|
|
2013
Q4 | $512K | Buy |
+18,310
| New | +$512K | 0.39% | 61 |
|