UMB Bank’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 | $242K | Buy |
3,555
+30
| +0.9% | +$2.04K | ﹤0.01% | 555 |
|
|
2025
Q1 | $250K | Buy |
3,525
+386
| +12% | +$27.3K | ﹤0.01% | 528 |
|
|
2024
Q4 | $212K | Buy |
3,139
+38
| +1% | +$2.57K | ﹤0.01% | 551 |
|
|
2024
Q3 | $202K | Buy |
3,101
+270
| +10% | +$17.6K | ﹤0.01% | 570 |
|
|
2024
Q2 | $151K | Buy |
2,831
+488
| +21% | +$26.1K | ﹤0.01% | 613 |
|
|
2024
Q1 | $126K | Sell |
2,343
-2,621
| -53% | -$141K | ﹤0.01% | 653 |
|
|
2023
Q4 | $307K | Sell |
4,964
-57
| -1% | -$3.53K | ﹤0.01% | 489 |
|
|
2023
Q3 | $287K | Buy |
5,021
+241
| +5% | +$13.8K | ﹤0.01% | 491 |
|
|
2023
Q2 | $297K | Sell |
4,780
-112
| -2% | -$6.96K | ﹤0.01% | 498 |
|
|
2023
Q1 | $330K | Sell |
4,892
-165
| -3% | -$11.1K | 0.01% | 470 |
|
|
2022
Q4 | $355K | Buy |
5,057
+241
| +5% | +$16.9K | 0.01% | 468 |
|
|
2022
Q3 | $308K | Sell |
4,816
-73
| -1% | -$4.67K | 0.01% | 501 |
|
|
2022
Q2 | $346K | Sell |
4,889
-13,281
| -73% | -$940K | 0.01% | 522 |
|
|
2022
Q1 | $1.31M | Hold |
18,170
| – | – | 0.02% | 348 |
|
|
2021
Q4 | $1.23M | Buy |
18,170
+11,760
| +183% | +$796K | 0.02% | 368 |
|
|
2021
Q3 | $401K | Sell |
6,410
-250
| -4% | -$15.6K | 0.01% | 305 |
|
|
2021
Q2 | $439K | Hold |
6,660
| – | – | 0.01% | 299 |
|
|
2021
Q1 | $443K | Hold |
6,660
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $444K | Sell |
6,660
-2,949
| -31% | -$197K | 0.01% | 283 |
|
|
2020
Q3 | $601K | Hold |
9,609
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $601K | Buy |
9,609
+3,334
| +53% | +$209K | 0.02% | 242 |
|
|
2020
Q1 | $378K | Sell |
6,275
-79
| -1% | -$4.76K | 0.01% | 265 |
|
|
2019
Q4 | $403K | Buy |
6,354
+683
| +12% | +$43.3K | 0.01% | 280 |
|
|
2019
Q3 | $368 | Buy |
5,671
+462
| +9% | +$30 | 0.01% | 302 |
|
|
2019
Q2 | $310 | Sell |
5,209
-113
| -2% | -$7 | 0.01% | 306 |
|
|
2019
Q1 | $300K | Buy |
5,322
+115
| +2% | +$6.48K | 0.01% | 303 |
|
|
2018
Q4 | $256 | Hold |
5,207
| – | – | 0.01% | 294 |
|
|
2018
Q3 | $246K | Buy |
+5,207
| New | +$246K | 0.01% | 316 |
|
|
2018
Q1 | – | Sell |
-4,393
| Closed | -$212K | – | 342 |
|
|
2017
Q4 | $212K | Buy |
+4,393
| New | +$212K | 0.01% | 317 |
|
|
2016
Q3 | – | Sell |
-6,500
| Closed | -$291K | – | 362 |
|
|
2016
Q2 | $291K | Buy |
6,500
+594
| +10% | +$26.6K | 0.01% | 289 |
|
|
2016
Q1 | $247K | Sell |
5,906
-522
| -8% | -$21.8K | 0.01% | 310 |
|
|
2015
Q4 | $231K | Buy |
6,428
+28
| +0.4% | +$1.01K | 0.01% | 320 |
|
|
2015
Q3 | $227K | Buy |
+6,400
| New | +$227K | 0.01% | 275 |
|
|
2015
Q2 | – | Sell |
-7,655
| Closed | -$266 | – | 325 |
|
|
2015
Q1 | $266 | Buy |
+7,655
| New | +$266 | 0.01% | 270 |
|