UBS 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 | $164M | Buy |
2,404,096
+488,042
| +25% | +$33.2M | 0.03% | 525 |
|
|
2025
Q1 | $136M | Sell |
1,916,054
-290,867
| -13% | -$20.6M | 0.02% | 590 |
|
|
2024
Q4 | $149M | Sell |
2,206,921
-15,569
| -0.7% | -$1.05M | 0.03% | 529 |
|
|
2024
Q3 | $145M | Buy |
2,222,490
+590,137
| +36% | +$38.5M | 0.03% | 410 |
|
|
2024
Q2 | $87.2M | Sell |
1,632,353
-215,421
| -12% | -$11.5M | 0.02% | 546 |
|
|
2024
Q1 | $99.3M | Buy |
1,847,774
+756,442
| +69% | +$40.7M | 0.02% | 486 |
|
|
2023
Q4 | $67.6M | Buy |
1,091,332
+63,870
| +6% | +$3.95M | 0.02% | 554 |
|
|
2023
Q3 | $58.8M | Sell |
1,027,462
-94,053
| -8% | -$5.38M | 0.02% | 543 |
|
|
2023
Q2 | $69.7M | Buy |
1,121,515
+420,857
| +60% | +$26.2M | 0.02% | 506 |
|
|
2023
Q1 | $47.3M | Sell |
700,658
-275,856
| -28% | -$18.6M | 0.02% | 600 |
|
|
2022
Q4 | $68.5M | Buy |
976,514
+615,426
| +170% | +$43.1M | 0.03% | 477 |
|
|
2022
Q3 | $23.1M | Buy |
361,088
+17,755
| +5% | +$1.14M | 0.01% | 848 |
|
|
2022
Q2 | $24.3M | Sell |
343,333
-33,404
| -9% | -$2.36M | 0.01% | 878 |
|
|
2022
Q1 | $27.2M | Sell |
376,737
-450,860
| -54% | -$32.5M | 0.01% | 900 |
|
|
2021
Q4 | $56M | Buy |
827,597
+380,183
| +85% | +$25.7M | 0.02% | 628 |
|
|
2021
Q3 | $28M | Sell |
447,414
-44,922
| -9% | -$2.81M | 0.01% | 933 |
|
|
2021
Q2 | $32.4M | Buy |
492,336
+155,533
| +46% | +$10.2M | 0.01% | 840 |
|
|
2021
Q1 | $22.4M | Sell |
336,803
-299,769
| -47% | -$19.9M | 0.01% | 1006 |
|
|
2020
Q4 | $42.4M | Buy |
636,572
+196,459
| +45% | +$13.1M | 0.01% | 663 |
|
|
2020
Q3 | $30.4M | Buy |
440,113
+13,580
| +3% | +$937K | 0.01% | 719 |
|
|
2020
Q2 | $26.7M | Buy |
426,533
+196,907
| +86% | +$12.3M | 0.01% | 728 |
|
|
2020
Q1 | $13.8M | Sell |
229,626
-741,883
| -76% | -$44.7M | 0.01% | 940 |
|
|
2019
Q4 | $61.7M | Buy |
971,509
+651,000
| +203% | +$41.3M | 0.02% | 506 |
|
|
2019
Q3 | $20.8M | Sell |
320,509
-298,953
| -48% | -$19.4M | 0.01% | 955 |
|
|
2019
Q2 | $36.9M | Buy |
619,462
+144,074
| +30% | +$8.57M | 0.01% | 679 |
|
|
2019
Q1 | $26.7M | Buy |
475,388
+61,920
| +15% | +$3.48M | 0.01% | 789 |
|
|
2018
Q4 | $20.4M | Buy |
413,468
+123,116
| +42% | +$6.07M | 0.01% | 831 |
|
|
2018
Q3 | $13.7M | Sell |
290,352
-25,861
| -8% | -$1.22M | 0.01% | 1189 |
|
|
2018
Q2 | $14.4M | Sell |
316,213
-285,998
| -47% | -$13.1M | 0.01% | 1113 |
|
|
2018
Q1 | $27.4M | Buy |
602,211
+233,456
| +63% | +$10.6M | 0.01% | 744 |
|
|
2017
Q4 | $17.7M | Sell |
368,755
-145,795
| -28% | -$7.01M | 0.01% | 985 |
|
|
2017
Q3 | $24.3M | Buy |
514,550
+125,927
| +32% | +$5.96M | 0.01% | 758 |
|
|
2017
Q2 | $17.8M | Buy |
388,623
+103,086
| +36% | +$4.73M | 0.01% | 872 |
|
|
2017
Q1 | $12.7M | Sell |
285,537
-78,609
| -22% | -$3.49M | 0.01% | 1023 |
|
|
2016
Q4 | $14.8M | Buy |
364,146
+113,642
| +45% | +$4.63M | 0.01% | 903 |
|
|
2016
Q3 | $10.3M | Buy |
250,504
+16,049
| +7% | +$660K | 0.01% | 1055 |
|
|
2016
Q2 | $10.5M | Sell |
234,455
-2,301
| -1% | -$103K | 0.01% | 1039 |
|
|
2016
Q1 | $9.9M | Sell |
236,756
-145,153
| -38% | -$6.07M | 0.01% | 1045 |
|
|
2015
Q4 | $13.7M | Buy |
381,909
+78,283
| +26% | +$2.81M | 0.01% | 910 |
|
|
2015
Q3 | $10.8M | Buy |
303,626
+62,358
| +26% | +$2.21M | 0.01% | 1012 |
|
|
2015
Q2 | $7.76M | Sell |
241,268
-418,542
| -63% | -$13.5M | 0.01% | 1295 |
|
|
2015
Q1 | $23M | Buy |
659,810
+360,837
| +121% | +$12.6M | 0.02% | 708 |
|
|
2014
Q4 | $10.7M | Buy |
+298,973
| New | +$10.7M | 0.01% | 1110 |
|