United Services Automobile Association’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 | – | Sell |
-13,030
| Closed | -$908K | – | 1042 |
|
2025
Q1 | $908K | Hold |
13,030
| – | – | 0.03% | 303 |
|
2024
Q4 | $880K | Sell |
13,030
-1,580
| -11% | -$107K | 0.03% | 224 |
|
2024
Q3 | $954K | Sell |
14,610
-1,665
| -10% | -$109K | 0.02% | 202 |
|
2024
Q2 | $869K | Sell |
16,275
-1,296
| -7% | -$69.2K | 0.02% | 245 |
|
2024
Q1 | $944K | Hold |
17,571
| – | – | 0.02% | 236 |
|
2023
Q4 | $1.09M | Hold |
17,571
| – | – | 0.02% | 218 |
|
2023
Q3 | $1.01M | Sell |
17,571
-2,309
| -12% | -$132K | 0.03% | 218 |
|
2023
Q2 | $1.24M | Buy |
19,880
+7,967
| +67% | +$495K | 0.04% | 181 |
|
2023
Q1 | $803K | Sell |
11,913
-5,149
| -30% | -$347K | 0.03% | 219 |
|
2022
Q4 | $1.2M | Sell |
17,062
-4,798
| -22% | -$337K | 0.03% | 261 |
|
2022
Q3 | $1.4M | Buy |
21,860
+2,138
| +11% | +$137K | 0.04% | 229 |
|
2022
Q2 | $1.4M | Buy |
+19,722
| New | +$1.4M | 0.04% | 232 |
|
2021
Q1 | – | Sell |
-45,415
| Closed | -$2.79M | – | 201 |
|
2020
Q4 | $2.79M | Buy |
+45,415
| New | +$2.79M | 0.05% | 141 |
|
2020
Q3 | – | Sell |
-45,415
| Closed | -$2.79M | – | 229 |
|
2020
Q2 | $2.79M | Buy |
+45,415
| New | +$2.79M | 0.06% | 137 |
|
2020
Q1 | – | Sell |
-169,657
| Closed | -$10.7M | – | 300 |
|
2019
Q4 | $10.7M | Sell |
169,657
-9,187
| -5% | -$578K | 0.12% | 108 |
|
2019
Q3 | $11.6M | Sell |
178,844
-299,130
| -63% | -$19.4M | 0.15% | 101 |
|
2019
Q2 | $28.4M | Buy |
477,974
+182,255
| +62% | +$10.8M | 0.07% | 304 |
|
2019
Q1 | $16.6M | Sell |
295,719
-142,219
| -32% | -$7.99M | 0.04% | 391 |
|
2018
Q4 | $21.6M | Buy |
437,938
+116,693
| +36% | +$5.75M | 0.06% | 313 |
|
2018
Q3 | $15.2M | Sell |
321,245
-5,059
| -2% | -$239K | 0.04% | 435 |
|
2018
Q2 | $14.9M | Sell |
326,304
-71,573
| -18% | -$3.27M | 0.04% | 430 |
|
2018
Q1 | $18.1M | Buy |
397,877
+29,410
| +8% | +$1.34M | 0.05% | 373 |
|
2017
Q4 | $17.7M | Buy |
368,467
+38,456
| +12% | +$1.85M | 0.05% | 379 |
|
2017
Q3 | $15.6M | Buy |
330,011
+1,010
| +0.3% | +$47.8K | 0.05% | 400 |
|
2017
Q2 | $15.1M | Sell |
329,001
-15,680
| -5% | -$719K | 0.05% | 402 |
|
2017
Q1 | $15.3M | Buy |
344,681
+9,679
| +3% | +$430K | 0.05% | 389 |
|
2016
Q4 | $13.6M | Buy |
335,002
+3,018
| +0.9% | +$123K | 0.05% | 410 |
|
2016
Q3 | $13.7M | Buy |
331,984
+4,547
| +1% | +$187K | 0.05% | 405 |
|
2016
Q2 | $14.7M | Buy |
327,437
+1,518
| +0.5% | +$68K | 0.05% | 376 |
|
2016
Q1 | $13.6M | Buy |
325,919
+4,644
| +1% | +$194K | 0.05% | 390 |
|
2015
Q4 | $11.5M | Sell |
321,275
-8,060
| -2% | -$289K | 0.04% | 421 |
|
2015
Q3 | $11.7M | Buy |
329,335
+12,349
| +4% | +$437K | 0.04% | 407 |
|
2015
Q2 | $10.2M | Hold |
316,986
| – | – | 0.04% | 490 |
|
2015
Q1 | $11M | Buy |
316,986
+8,483
| +3% | +$295K | 0.04% | 454 |
|
2014
Q4 | $11.1M | Buy |
308,503
+8,315
| +3% | +$299K | 0.04% | 441 |
|
2014
Q3 | $9.13M | Sell |
300,188
-31,377
| -9% | -$954K | 0.03% | 496 |
|
2014
Q2 | $10.7M | Buy |
331,565
+55,150
| +20% | +$1.78M | 0.04% | 457 |
|
2014
Q1 | $8.39M | Sell |
276,415
-10,415
| -4% | -$316K | 0.03% | 515 |
|
2013
Q4 | $8.01M | Sell |
286,830
-242,877
| -46% | -$6.79M | 0.03% | 529 |
|
2013
Q3 | $14.6M | Buy |
529,707
+4,133
| +0.8% | +$114K | 0.06% | 312 |
|
2013
Q2 | $14.9M | Buy |
+525,574
| New | +$14.9M | 0.07% | 299 |
|