UBS AM’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181M | Sell |
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|
2025
Q2 | $203M | Buy |
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|
2025
Q1 | $187M | Buy |
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|
2024
Q4 | $170M | Buy |
|
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|
2024
Q3 | $147M | Sell |
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|
2024
Q2 | $143M | Buy |
|
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|
2024
Q1 | $122M | Buy |
|
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|
2023
Q4 | $140M | Buy |
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|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $142M | Hold |
|
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|
2023
Q1 | $142M | Sell |
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|
2022
Q4 | $153M | Buy |
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|
2022
Q3 | $140M | Buy |
|
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|
2022
Q2 | $143M | Sell |
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|
2022
Q1 | $150M | Buy |
|
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|
2021
Q4 | $131M | Buy |
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|
2021
Q3 | $117M | Sell |
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|
2021
Q2 | $132M | Sell |
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|
2021
Q1 | $142M | Sell |
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|
2020
Q4 | $157M | Sell |
|
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|
2020
Q3 | $175M | Buy |
|
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|
2020
Q2 | $153M | Sell |
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|
2020
Q1 | $160M | Buy |
|
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|
2019
Q4 | $153M | Sell |
|
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|
2019
Q3 | $169M | Buy |
|
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|
2019
Q2 | $152M | Buy |
|
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|
2019
Q1 | $139M | Sell |
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|
2018
Q4 | $143M | Buy |
|
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|
2018
Q3 | $120M | Buy |
|
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|
2018
Q2 | $113M | Buy |
|
|||||
|
2018
Q1 | $109M | Buy |
|
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|
2017
Q4 | $104M | Sell |
|
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|
2017
Q3 | $102M | Buy |
|
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|
2017
Q2 | $94.4M | Sell |
|
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|
2017
Q1 | $92.4M | Buy |
|
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|
2016
Q4 | $74M | Sell |
|
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|
2016
Q3 | $75.2M | Buy |
|
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|
2016
Q2 | $80.7M | Buy |
|
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|
2016
Q1 | $75.3M | Sell |
|
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|
2015
Q4 | $67.2M | Sell |
|
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|
2015
Q3 | $76.4M | Sell |
|
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|
2015
Q2 | $76.9M | Sell |
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|
2015
Q1 | $84.2M | Sell |
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|
2014
Q4 | $93.2M | Buy |
|
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|
2014
Q3 | $76.4M | Buy |
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|
2014
Q2 | $75.5M | Buy |
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|
2014
Q1 | $66.6M | Buy |
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|
2013
Q4 | $55.5M | Buy |
|
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|
2013
Q3 | $52.6M | Sell |
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|
2013
Q2 | $54.2M | Buy |
|