Tortoise Capital Advisors’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 | $17.8M | Buy |
261,729
+231,266
| +759% | +$15.7M | 0.23% | 37 |
|
|
2025
Q1 | $2.16M | Buy |
+30,463
| New | +$2.16M | 0.03% | 47 |
|
|
2024
Q4 | – | Sell |
-174,151
| Closed | -$11.4M | – | 81 |
|
|
2024
Q3 | $11.4M | Sell |
174,151
-53
| -0% | -$3.46K | 0.15% | 53 |
|
|
2024
Q2 | $9.3M | Sell |
174,204
-3,512
| -2% | -$188K | 0.12% | 58 |
|
|
2024
Q1 | $9.55M | Sell |
177,716
-292,255
| -62% | -$15.7M | 0.13% | 57 |
|
|
2023
Q4 | $29.1M | Buy |
469,971
+29,093
| +7% | +$1.8M | 0.45% | 33 |
|
|
2023
Q3 | $25.2M | Hold |
440,878
| – | – | 0.38% | 34 |
|
|
2023
Q2 | $27.4M | Buy |
440,878
+16,790
| +4% | +$1.04M | 0.42% | 33 |
|
|
2023
Q1 | $28.6M | Buy |
424,088
+35,688
| +9% | +$2.41M | 0.43% | 33 |
|
|
2022
Q4 | $27.2M | Buy |
388,400
+8,735
| +2% | +$612K | 0.41% | 35 |
|
|
2022
Q3 | $24.3M | Hold |
379,665
| – | – | 0.38% | 35 |
|
|
2022
Q2 | $26.9M | Buy |
379,665
+376,958
| +13,925% | +$26.7M | 0.42% | 34 |
|
|
2022
Q1 | $195K | Sell |
2,707
-2,707
| -50% | -$195K | ﹤0.01% | 117 |
|
|
2021
Q4 | $366K | Buy |
5,414
+2,707
| +100% | +$183K | 0.01% | 110 |
|
|
2021
Q3 | $169K | Sell |
2,707
-3
| -0.1% | -$187 | ﹤0.01% | 126 |
|
|
2021
Q2 | $179K | Hold |
2,710
| – | – | ﹤0.01% | 113 |
|
|
2021
Q1 | $180K | Buy |
2,710
+25
| +0.9% | +$1.66K | ﹤0.01% | 124 |
|
|
2020
Q4 | $179K | Sell |
2,685
-78,899
| -97% | -$5.26M | ﹤0.01% | 92 |
|
|
2020
Q3 | $5.63M | Buy |
+81,584
| New | +$5.63M | 0.11% | 43 |
|