Wellington Management Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $693K | Buy |
|
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.77M | Sell |
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|
2022
Q1 | $4.9M | Sell |
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|
2021
Q4 | $4.92M | Sell |
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|
2021
Q3 | $5.56M | Sell |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $13.9M | Buy |
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|
2020
Q3 | $7.03M | Sell |
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|
2020
Q2 | $15.2M | Sell |
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|
2020
Q1 | $17M | Sell |
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|
2019
Q4 | $22.7M | Sell |
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|
2019
Q3 | $80M | Sell |
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|
2019
Q2 | $73.7M | Sell |
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|
2019
Q1 | $193M | Sell |
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|
2018
Q4 | $366M | Sell |
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|
2018
Q3 | $428M | Sell |
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|
2018
Q2 | $435M | Sell |
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|
2018
Q1 | $434M | Sell |
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|
2017
Q4 | $463M | Sell |
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|
2017
Q3 | $537M | Sell |
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|
2017
Q2 | $521M | Sell |
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|
2017
Q1 | $513M | Buy |
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|
2016
Q4 | $460M | Sell |
|
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|
2016
Q3 | $560M | Sell |
|
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|
2016
Q2 | $723M | Sell |
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|
2016
Q1 | $685M | Sell |
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|
2015
Q4 | $643M | Sell |
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|
2015
Q3 | $714M | Buy |
|
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|
2015
Q2 | $600M | Buy |
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|
2015
Q1 | $539M | Sell |
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|
2014
Q4 | $593M | Sell |
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|
2014
Q3 | $539M | Buy |
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|
2014
Q2 | $558M | Buy |
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|
2014
Q1 | $500M | Sell |
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|
2013
Q4 | $462M | Sell |
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|
2013
Q3 | $476M | Sell |
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|
2013
Q2 | $589M | Buy |
|