V-Square Quantitative Management’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
6,063
+498
+9% +$33.9K 0.06% 342
2025
Q1
$394K Sell
5,565
-81
-1% -$5.73K 0.06% 356
2024
Q4
$381K Sell
5,646
-666
-11% -$45K 0.05% 364
2024
Q3
$412K Buy
6,312
+120
+2% +$7.84K 0.06% 348
2024
Q2
$331K Sell
6,192
-702
-10% -$37.5K 0.05% 345
2024
Q1
$371K Buy
6,894
+2,256
+49% +$121K 0.05% 334
2023
Q4
$287K Hold
4,638
0.05% 318
2023
Q3
$265K Buy
4,638
+3,382
+269% +$194K 0.12% 234
2023
Q2
$78.1K Buy
+1,256
New +$78.1K 0.06% 255