Sumitomo Life Insurance’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 | $414K | Sell |
6,073
-9
| -0.1% | -$613 | 0.03% | 247 |
|
|
2025
Q1 | $431K | Sell |
6,082
-256
| -4% | -$18.1K | 0.02% | 254 |
|
|
2024
Q4 | $428K | Sell |
6,338
-253
| -4% | -$17.1K | 0.01% | 253 |
|
|
2024
Q3 | $430K | Buy |
6,591
+183
| +3% | +$12K | 0.01% | 256 |
|
|
2024
Q2 | $342K | Sell |
6,408
-896
| -12% | -$47.9K | 0.01% | 261 |
|
|
2024
Q1 | $393K | Sell |
7,304
-407
| -5% | -$21.9K | 0.01% | 254 |
|
|
2023
Q4 | $477K | Sell |
7,711
-41
| -0.5% | -$2.54K | 0.01% | 242 |
|
|
2023
Q3 | $444K | Sell |
7,752
-328
| -4% | -$18.8K | 0.01% | 244 |
|
|
2023
Q2 | $502K | Sell |
8,080
-762
| -9% | -$47.4K | 0.02% | 241 |
|
|
2023
Q1 | $596K | Sell |
8,842
-99
| -1% | -$6.67K | 0.05% | 226 |
|
|
2022
Q4 | $627K | Sell |
8,941
-508
| -5% | -$35.6K | 0.05% | 225 |
|
|
2022
Q3 | $605K | Sell |
9,449
-417
| -4% | -$26.7K | 0.03% | 227 |
|
|
2022
Q2 | $698K | Buy |
9,866
+263
| +3% | +$18.6K | 0.02% | 223 |
|
|
2022
Q1 | $693K | Sell |
9,603
-601
| -6% | -$43.4K | 0.02% | 231 |
|
|
2021
Q4 | $691K | Sell |
10,204
-238
| -2% | -$16.1K | 0.02% | 239 |
|
|
2021
Q3 | $653K | Sell |
10,442
-331
| -3% | -$20.7K | 0.02% | 242 |
|
|
2021
Q2 | $710K | Sell |
10,773
-1,910
| -15% | -$126K | 0.02% | 254 |
|
|
2021
Q1 | $844K | Sell |
12,683
-623
| -5% | -$41.5K | 0.03% | 244 |
|
|
2020
Q4 | $887K | Buy |
+13,306
| New | +$887K | 0.04% | 235 |
|
|
2017
Q3 | – | Sell |
-29,779
| Closed | -$1.37M | – | 265 |
|
|
2017
Q2 | $1.37M | Buy |
29,779
+1,255
| +4% | +$57.6K | 0.18% | 195 |
|
|
2017
Q1 | $1.27M | Sell |
28,524
-1,770
| -6% | -$78.7K | 0.18% | 186 |
|
|
2016
Q4 | $1.23M | Buy |
30,294
+672
| +2% | +$27.4K | 0.18% | 194 |
|
|
2016
Q3 | $1.22M | Sell |
29,622
-3,554
| -11% | -$146K | 0.18% | 189 |
|
|
2016
Q2 | $1.49M | Sell |
33,176
-1,168
| -3% | -$52.3K | 0.2% | 173 |
|
|
2016
Q1 | $1.44M | Sell |
34,344
-1,041
| -3% | -$43.5K | 0.19% | 178 |
|
|
2015
Q4 | $1.27M | Sell |
35,385
-14,135
| -29% | -$508K | 0.16% | 198 |
|
|
2015
Q3 | $1.75M | Sell |
49,520
-1,261
| -2% | -$44.7K | 0.23% | 148 |
|
|
2015
Q2 | $1.63M | Sell |
50,781
-6,280
| -11% | -$202K | 0.2% | 179 |
|
|
2015
Q1 | $1.99M | Sell |
57,061
-28,616
| -33% | -$996K | 0.22% | 164 |
|
|
2014
Q4 | $3.08M | Sell |
85,677
-4,737
| -5% | -$170K | 0.31% | 107 |
|
|
2014
Q3 | $2.75M | Sell |
90,414
-2,476
| -3% | -$75.3K | 0.27% | 123 |
|
|
2014
Q2 | $2.99M | Sell |
92,890
-9,225
| -9% | -$297K | 0.29% | 117 |
|
|
2014
Q1 | $3.1M | Sell |
102,115
-4,037
| -4% | -$123K | 0.3% | 111 |
|
|
2013
Q4 | $2.97M | Sell |
106,152
-6,359
| -6% | -$178K | 0.27% | 131 |
|
|
2013
Q3 | $3.11M | Sell |
112,511
-10,120
| -8% | -$279K | 0.29% | 120 |
|
|
2013
Q2 | $3.48M | Buy |
+122,631
| New | +$3.48M | 0.33% | 98 |
|