Vanguard Personalized Indexing Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
65,231
+14,025
| +27% | +$955K | 0.05% | 325 |
|
|
2025
Q1 | $3.62M | Buy |
51,206
+2,204
| +4% | +$156K | 0.05% | 315 |
|
|
2024
Q4 | $3.31M | Buy |
49,002
+6,695
| +16% | +$452K | 0.05% | 326 |
|
|
2024
Q3 | $2.76M | Buy |
42,307
+2,873
| +7% | +$188K | 0.04% | 367 |
|
|
2024
Q2 | $2.1M | Buy |
39,434
+3,963
| +11% | +$211K | 0.04% | 395 |
|
|
2024
Q1 | $1.91M | Sell |
35,471
-7,281
| -17% | -$391K | 0.04% | 405 |
|
|
2023
Q4 | $2.65M | Buy |
42,752
+1,293
| +3% | +$80K | 0.07% | 269 |
|
|
2023
Q3 | $2.37M | Buy |
41,459
+5,452
| +15% | +$312K | 0.07% | 271 |
|
|
2023
Q2 | $2.24M | Buy |
36,007
+8,225
| +30% | +$511K | 0.07% | 284 |
|
|
2023
Q1 | $1.87M | Buy |
27,782
+6,649
| +31% | +$448K | 0.07% | 312 |
|
|
2022
Q4 | $1.48M | Sell |
21,133
-4,145
| -16% | -$291K | 0.06% | 363 |
|
|
2022
Q3 | $1.62M | Buy |
25,278
+2,035
| +9% | +$130K | 0.07% | 283 |
|
|
2022
Q2 | $1.65M | Buy |
23,243
+4,705
| +25% | +$333K | 0.08% | 258 |
|
|
2022
Q1 | $1.34M | Buy |
18,538
+5,113
| +38% | +$369K | 0.06% | 313 |
|
|
2021
Q4 | $909K | Buy |
13,425
+6,614
| +97% | +$448K | 0.05% | 439 |
|
|
2021
Q3 | $426K | Buy |
6,811
+660
| +11% | +$41.3K | 0.04% | 603 |
|
|
2021
Q2 | $405K | Buy |
6,151
+946
| +18% | +$62.3K | 0.04% | 591 |
|
|
2021
Q1 | $346K | Buy |
5,205
+585
| +13% | +$38.9K | 0.05% | 445 |
|
|
2020
Q4 | $308K | Buy |
4,620
+532
| +13% | +$35.5K | 0.07% | 363 |
|
|
2020
Q3 | $282K | Buy |
4,088
+311
| +8% | +$21.5K | 0.08% | 307 |
|
|
2020
Q2 | $236K | Buy |
+3,777
| New | +$236K | 0.11% | 256 |
|