W.H. Reaves & Co’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 | $171M | Buy |
2,516,325
+215,766
| +9% | +$14.7M | 3.8% | 6 |
|
|
2025
Q1 | $163M | Buy |
2,300,559
+844,632
| +58% | +$59.8M | 4.14% | 5 |
|
|
2024
Q4 | $98.3M | Buy |
1,455,927
+1,186,427
| +440% | +$80.1M | 2.59% | 15 |
|
|
2024
Q3 | $17.6M | Sell |
269,500
-166,776
| -38% | -$10.9M | 0.48% | 44 |
|
|
2024
Q2 | $23.3M | Hold |
436,276
| – | – | 0.79% | 42 |
|
|
2024
Q1 | $23.5M | Sell |
436,276
-1,052,420
| -71% | -$56.6M | 0.83% | 42 |
|
|
2023
Q4 | $92.2M | Buy |
1,488,696
+206,327
| +16% | +$12.8M | 3.35% | 4 |
|
|
2023
Q3 | $73.4M | Sell |
1,282,369
-87,415
| -6% | -$5M | 2.9% | 13 |
|
|
2023
Q2 | $85.2M | Sell |
1,369,784
-338,211
| -20% | -$21M | 3.14% | 12 |
|
|
2023
Q1 | $115M | Sell |
1,707,995
-66,345
| -4% | -$4.47M | 4.14% | 3 |
|
|
2022
Q4 | $124M | Buy |
1,774,340
+206,175
| +13% | +$14.5M | 4.44% | 2 |
|
|
2022
Q3 | $100M | Sell |
1,568,165
-26,152
| -2% | -$1.67M | 3.78% | 6 |
|
|
2022
Q2 | $113M | Sell |
1,594,317
-11,614
| -0.7% | -$822K | 3.87% | 4 |
|
|
2022
Q1 | $116M | Sell |
1,605,931
-156,408
| -9% | -$11.3M | 3.69% | 5 |
|
|
2021
Q4 | $119M | Buy |
1,762,339
+86,239
| +5% | +$5.84M | 3.65% | 6 |
|
|
2021
Q3 | $105M | Buy |
1,676,100
+100,071
| +6% | +$6.25M | 3.34% | 9 |
|
|
2021
Q2 | $104M | Buy |
1,576,029
+41,952
| +3% | +$2.76M | 3.38% | 8 |
|
|
2021
Q1 | $102M | Buy |
1,534,077
+77,372
| +5% | +$5.15M | 3.55% | 7 |
|
|
2020
Q4 | $97.1M | Buy |
1,456,705
+56,225
| +4% | +$3.75M | 3.46% | 8 |
|
|
2020
Q3 | $96.6M | Buy |
1,400,480
+592,590
| +73% | +$40.9M | 3.77% | 8 |
|
|
2020
Q2 | $50.5M | Buy |
807,890
+759,020
| +1,553% | +$47.4M | 2.09% | 23 |
|
|
2020
Q1 | $2.95M | Buy |
48,870
+29,647
| +154% | +$1.79M | 0.14% | 47 |
|
|
2019
Q4 | $1.22M | Buy |
19,223
+4,523
| +31% | +$287K | 0.04% | 58 |
|
|
2019
Q3 | $954K | Buy |
14,700
+1,131
| +8% | +$73.4K | 0.03% | 62 |
|
|
2019
Q2 | $807K | Buy |
13,569
+4,522
| +50% | +$269K | 0.03% | 64 |
|
|
2019
Q1 | $509K | Hold |
9,047
| – | – | 0.02% | 72 |
|
|
2018
Q4 | $446K | Hold |
9,047
| – | – | 0.02% | 76 |
|
|
2018
Q3 | $427K | Hold |
9,047
| – | – | 0.01% | 76 |
|
|
2018
Q2 | $413K | Hold |
9,047
| – | – | 0.01% | 80 |
|
|
2018
Q1 | $411K | Hold |
9,047
| – | – | 0.01% | 77 |
|
|
2017
Q4 | $435K | Sell |
9,047
-1,131
| -11% | -$54.4K | 0.01% | 77 |
|
|
2017
Q3 | $482K | Hold |
10,178
| – | – | 0.02% | 74 |
|
|
2017
Q2 | $467K | Hold |
10,178
| – | – | 0.02% | 73 |
|
|
2017
Q1 | $452K | Hold |
10,178
| – | – | 0.02% | 74 |
|
|
2016
Q4 | $414K | Hold |
10,178
| – | – | 0.02% | 81 |
|
|
2016
Q3 | $419K | Sell |
10,178
-141,533
| -93% | -$5.83M | 0.02% | 81 |
|
|
2016
Q2 | $6.79M | Sell |
151,711
-6,914
| -4% | -$310K | 0.24% | 56 |
|
|
2016
Q1 | $6.63M | Buy |
+158,625
| New | +$6.63M | 0.24% | 57 |
|