William Blair & Company’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 | $2.6M | Buy |
38,183
+151
| +0.4% | +$10.3K | 0.01% | 654 |
|
2025
Q1 | $2.69M | Sell |
38,032
-593
| -2% | -$42K | 0.01% | 644 |
|
2024
Q4 | $2.61M | Buy |
38,625
+1,011
| +3% | +$68.3K | 0.01% | 658 |
|
2024
Q3 | $2.46M | Sell |
37,614
-8
| -0% | -$522 | 0.01% | 655 |
|
2024
Q2 | $2.01M | Sell |
37,622
-3,162
| -8% | -$169K | 0.01% | 689 |
|
2024
Q1 | $2.19M | Sell |
40,784
-303
| -0.7% | -$16.3K | 0.01% | 655 |
|
2023
Q4 | $2.54M | Buy |
41,087
+687
| +2% | +$42.5K | 0.01% | 621 |
|
2023
Q3 | $2.31M | Buy |
40,400
+406
| +1% | +$23.2K | 0.01% | 613 |
|
2023
Q2 | $2.49M | Buy |
39,994
+1,569
| +4% | +$97.5K | 0.01% | 617 |
|
2023
Q1 | $2.59M | Sell |
38,425
-229
| -0.6% | -$15.4K | 0.01% | 597 |
|
2022
Q4 | $2.71M | Sell |
38,654
-120
| -0.3% | -$8.41K | 0.01% | 559 |
|
2022
Q3 | $2.48M | Buy |
38,774
+2,685
| +7% | +$172K | 0.01% | 566 |
|
2022
Q2 | $2.55M | Buy |
36,089
+1,486
| +4% | +$105K | 0.01% | 579 |
|
2022
Q1 | $2.5M | Buy |
34,603
+36
| +0.1% | +$2.6K | 0.01% | 641 |
|
2021
Q4 | $2.34M | Sell |
34,567
-183
| -0.5% | -$12.4K | 0.01% | 689 |
|
2021
Q3 | $2.17M | Sell |
34,750
-406
| -1% | -$25.4K | 0.01% | 687 |
|
2021
Q2 | $2.32M | Buy |
35,156
+497
| +1% | +$32.7K | 0.01% | 669 |
|
2021
Q1 | $2.31M | Sell |
34,659
-586
| -2% | -$39K | 0.01% | 651 |
|
2020
Q4 | $2.35M | Sell |
35,245
-1,518
| -4% | -$101K | 0.01% | 609 |
|
2020
Q3 | $2.54M | Sell |
36,763
-206
| -0.6% | -$14.2K | 0.01% | 536 |
|
2020
Q2 | $2.31M | Sell |
36,969
-391
| -1% | -$24.4K | 0.01% | 531 |
|
2020
Q1 | $2.25M | Buy |
37,360
+523
| +1% | +$31.5K | 0.01% | 490 |
|
2019
Q4 | $2.34M | Buy |
36,837
+2,447
| +7% | +$155K | 0.01% | 559 |
|
2019
Q3 | $2.23M | Buy |
34,390
+8
| +0% | +$519 | 0.01% | 547 |
|
2019
Q2 | $2.05M | Sell |
34,382
-391
| -1% | -$23.3K | 0.01% | 572 |
|
2019
Q1 | $1.96M | Buy |
34,773
+1,460
| +4% | +$82.1K | 0.01% | 569 |
|
2018
Q4 | $1.64M | Buy |
33,313
+2,722
| +9% | +$134K | 0.01% | 571 |
|
2018
Q3 | $1.44M | Buy |
30,591
+140
| +0.5% | +$6.61K | 0.01% | 636 |
|
2018
Q2 | $1.39M | Buy |
30,451
+1,500
| +5% | +$68.5K | 0.01% | 629 |
|
2018
Q1 | $1.32M | Sell |
28,951
-133
| -0.5% | -$6.05K | 0.01% | 637 |
|
2017
Q4 | $1.4M | Sell |
29,084
-1,010
| -3% | -$48.6K | 0.01% | 655 |
|
2017
Q3 | $1.42M | Buy |
30,094
+1,192
| +4% | +$56.4K | 0.01% | 625 |
|
2017
Q2 | $1.33M | Buy |
28,902
+1,343
| +5% | +$61.6K | 0.01% | 673 |
|
2017
Q1 | $1.21M | Buy |
27,559
+334
| +1% | +$14.6K | 0.01% | 663 |
|
2016
Q4 | $1.11M | Buy |
27,225
+10
| +0% | +$407 | 0.01% | 629 |
|
2016
Q3 | $1.12M | Hold |
27,215
| – | – | 0.01% | 621 |
|
2016
Q2 | $1.22M | Sell |
27,215
-5,000
| -16% | -$224K | 0.01% | 580 |
|
2016
Q1 | $1.35M | Buy |
32,215
+3,500
| +12% | +$146K | 0.01% | 542 |
|
2015
Q4 | $1.03M | Hold |
28,715
| – | – | 0.01% | 622 |
|
2015
Q3 | $1.02M | Sell |
28,715
-1,420
| -5% | -$50.2K | 0.01% | 753 |
|
2015
Q2 | $969K | Sell |
30,135
-225
| -0.7% | -$7.24K | ﹤0.01% | 1590 |
|
2015
Q1 | $1.06M | Sell |
30,360
-1,260
| -4% | -$43.8K | ﹤0.01% | 1538 |
|
2014
Q4 | $1.14M | Buy |
31,620
+1,255
| +4% | +$45K | ﹤0.01% | 1460 |
|
2014
Q3 | $923K | Sell |
30,365
-400
| -1% | -$12.2K | ﹤0.01% | 1506 |
|
2014
Q2 | $991K | Sell |
30,765
-165
| -0.5% | -$5.32K | ﹤0.01% | 1464 |
|
2014
Q1 | $939K | Buy |
30,930
+75
| +0.2% | +$2.28K | ﹤0.01% | 1447 |
|
2013
Q4 | $862K | Sell |
30,855
-1,580
| -5% | -$44.1K | ﹤0.01% | 1426 |
|
2013
Q3 | $895K | Sell |
32,435
-69
| -0.2% | -$1.9K | ﹤0.01% | 1365 |
|
2013
Q2 | $920K | Buy |
+32,504
| New | +$920K | ﹤0.01% | 1304 |
|