Sumitomo Mitsui Trust Group’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 | $102M | Sell |
1,490,893
-10,334
| -0.7% | -$704K | 0.06% | 288 |
|
|
2025
Q1 | $106M | Buy |
1,501,227
+49,070
| +3% | +$3.47M | 0.08% | 255 |
|
|
2024
Q4 | $98M | Buy |
1,452,157
+5,817
| +0.4% | +$393K | 0.07% | 284 |
|
|
2024
Q3 | $94.4M | Sell |
1,446,340
-51,490
| -3% | -$3.36M | 0.07% | 296 |
|
|
2024
Q2 | $80M | Sell |
1,497,830
-127,700
| -8% | -$6.82M | 0.06% | 319 |
|
|
2024
Q1 | $87.4M | Buy |
1,625,530
+38,653
| +2% | +$2.08M | 0.06% | 332 |
|
|
2023
Q4 | $98.2M | Buy |
1,586,877
+1,057
| +0.1% | +$65.4K | 0.07% | 291 |
|
|
2023
Q3 | $90.7M | Sell |
1,585,820
-23,856
| -1% | -$1.37M | 0.07% | 287 |
|
|
2023
Q2 | $100M | Sell |
1,609,676
-222,172
| -12% | -$13.8M | 0.08% | 272 |
|
|
2023
Q1 | $124M | Buy |
1,831,848
+1,036
| +0.1% | +$69.9K | 0.09% | 239 |
|
|
2022
Q4 | $128M | Sell |
1,830,812
-16,435
| -0.9% | -$1.15M | 0.1% | 229 |
|
|
2022
Q3 | $118M | Sell |
1,847,247
-20,947
| -1% | -$1.34M | 0.1% | 232 |
|
|
2022
Q2 | $132M | Buy |
1,868,194
+103,685
| +6% | +$7.34M | 0.1% | 232 |
|
|
2022
Q1 | $127M | Sell |
1,764,509
-18,992
| -1% | -$1.37M | 0.08% | 261 |
|
|
2021
Q4 | $121M | Sell |
1,783,501
-45,265
| -2% | -$3.06M | 0.07% | 289 |
|
|
2021
Q3 | $114M | Sell |
1,828,766
-128,085
| -7% | -$8.01M | 0.07% | 302 |
|
|
2021
Q2 | $129M | Sell |
1,956,851
-57,020
| -3% | -$3.76M | 0.08% | 290 |
|
|
2021
Q1 | $134M | Sell |
2,013,871
-56,872
| -3% | -$3.78M | 0.08% | 265 |
|
|
2020
Q4 | $138M | Sell |
2,070,743
-230,616
| -10% | -$15.4M | 0.09% | 257 |
|
|
2020
Q3 | $159M | Sell |
2,301,359
-93,206
| -4% | -$6.43M | 0.11% | 203 |
|
|
2020
Q2 | $150M | Sell |
2,394,565
-26,334
| -1% | -$1.65M | 0.11% | 210 |
|
|
2020
Q1 | $146M | Buy |
2,420,899
+156,017
| +7% | +$9.41M | 0.13% | 179 |
|
|
2019
Q4 | $144M | Buy |
2,264,882
+27,029
| +1% | +$1.72M | 0.11% | 201 |
|
|
2019
Q3 | $145M | Buy |
2,237,853
+3,543
| +0.2% | +$230K | 0.13% | 189 |
|
|
2019
Q2 | $133M | Sell |
2,234,310
-150,069
| -6% | -$8.93M | 0.12% | 200 |
|
|
2019
Q1 | $134M | Buy |
2,384,379
+202,884
| +9% | +$11.4M | 0.12% | 184 |
|
|
2018
Q4 | $107M | Buy |
2,181,495
+155,596
| +8% | +$7.66M | 0.12% | 192 |
|
|
2018
Q3 | $95.6M | Buy |
2,025,899
+56,818
| +3% | +$2.68M | 0.1% | 221 |
|
|
2018
Q2 | $89.9M | Buy |
1,969,081
+5,585
| +0.3% | +$255K | 0.1% | 215 |
|
|
2018
Q1 | $89.3M | Buy |
1,963,496
+50,932
| +3% | +$2.32M | 0.11% | 198 |
|
|
2017
Q4 | $92M | Buy |
1,912,564
+375,957
| +24% | +$18.1M | 0.12% | 195 |
|
|
2017
Q3 | $72.7M | Sell |
1,536,607
-123,274
| -7% | -$5.83M | 0.1% | 211 |
|
|
2017
Q2 | $76.2M | Buy |
1,659,881
+7,719
| +0.5% | +$354K | 0.11% | 210 |
|
|
2017
Q1 | $73.4M | Sell |
1,652,162
-41,343
| -2% | -$1.84M | 0.11% | 212 |
|
|
2016
Q4 | $68.9M | Buy |
1,693,505
+172,678
| +11% | +$7.03M | 0.11% | 214 |
|
|
2016
Q3 | $62.6M | Sell |
1,520,827
-68,054
| -4% | -$2.8M | 0.1% | 234 |
|
|
2016
Q2 | $71.2M | Buy |
1,588,881
+41,999
| +3% | +$1.88M | 0.12% | 202 |
|
|
2016
Q1 | $64.7M | Buy |
1,546,882
+143,460
| +10% | +$6M | 0.11% | 215 |
|
|
2015
Q4 | $51.1M | Buy |
1,403,422
+7,316
| +0.5% | +$266K | 0.09% | 253 |
|
|
2015
Q3 | $49.4M | Buy |
1,396,106
+70,359
| +5% | +$2.49M | 0.1% | 247 |
|
|
2015
Q2 | $42.7M | Sell |
1,325,747
-43,398
| -3% | -$1.4M | 0.08% | 298 |
|
|
2015
Q1 | $47.7M | Buy |
1,369,145
+108,633
| +9% | +$3.78M | 0.09% | 283 |
|
|
2014
Q4 | $45.9M | Buy |
1,260,512
+72,464
| +6% | +$2.64M | 0.09% | 267 |
|
|
2014
Q3 | $36.1M | Sell |
1,188,048
-54,856
| -4% | -$1.67M | 0.07% | 315 |
|
|
2014
Q2 | $40.1M | Sell |
1,242,904
-36,309
| -3% | -$1.17M | 0.08% | 278 |
|
|
2014
Q1 | $38.8M | Buy |
1,279,213
+12,205
| +1% | +$371K | 0.08% | 285 |
|
|
2013
Q4 | $35.4M | Sell |
1,267,008
-27,487
| -2% | -$767K | 0.07% | 311 |
|
|
2013
Q3 | $35.7M | Sell |
1,294,495
-759
| -0.1% | -$21K | 0.08% | 305 |
|
|
2013
Q2 | $36.7M | Buy |
+1,295,254
| New | +$36.7M | 0.08% | 283 |
|