Zacks Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,216
| Closed | -$219K | – | 849 |
|
|
2025
Q2 | $219K | Sell |
3,216
-3,319
| -51% | -$230K | ﹤0.01% | 618 |
|
|
2025
Q1 | $463K | Sell |
6,535
-549
| -8% | -$37.4K | ﹤0.01% | 495 |
|
|
2024
Q4 | $478K | Buy |
7,084
+702
| +11% | +$47.1K | ﹤0.01% | 489 |
|
|
2024
Q3 | $417K | Buy |
+6,382
| New | +$379K | ﹤0.01% | 509 |
|
|
2024
Q1 | – | Sell |
-3,554
| Closed | -$220K | – | 718 |
|
|
2023
Q4 | $220K | Buy |
+3,554
| New | +$213K | ﹤0.01% | 584 |
|
|
2023
Q2 | – | Sell |
-5,821
| Closed | -$393K | – | 731 |
|
|
2023
Q1 | $393K | Buy |
5,821
+720
| +14% | +$48.6K | 0.01% | 483 |
|
|
2022
Q4 | $358K | Hold |
5,101
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $326K | Buy |
+5,101
| New | +$371K | 0.01% | 473 |
|
|
2022
Q2 | – | Sell |
-5,101
| Closed | -$368K | – | 663 |
|
|
2022
Q1 | $368K | Buy |
5,101
+337
| +7% | +$23.2K | 0.01% | 489 |
|
|
2021
Q4 | $323K | Sell |
4,764
-8
| -0.2% | -$522 | ﹤0.01% | 529 |
|
|
2021
Q3 | $298K | Buy |
4,772
+8
| +0.2% | +$540 | ﹤0.01% | 519 |
|
|
2021
Q2 | $314K | Hold |
4,764
| – | – | 0.01% | 513 |
|
|
2021
Q1 | $317K | Sell |
4,764
-677
| -12% | -$42.8K | 0.01% | 455 |
|
|
2020
Q4 | $363K | Buy |
5,441
+4
| +0.1% | +$279 | 0.01% | 449 |
|
|
2020
Q3 | $375K | Hold |
5,437
| – | – | 0.01% | 432 |
|
|
2020
Q2 | $340K | Buy |
+5,437
| New | +$343K | 0.01% | 427 |
|
|
2020
Q1 | – | Sell |
-3,955
| Closed | -$251K | – | 610 |
|
|
2019
Q4 | $251K | Buy |
3,955
+1
| +0% | +$63 | ﹤0.01% | 501 |
|
|
2019
Q3 | $257K | Buy |
+3,954
| New | +$246K | 0.01% | 488 |
|
|
2017
Q2 | – | Sell |
-15,301
| Closed | -$680K | – | 695 |
|
|
2017
Q1 | $680K | Buy |
+15,301
| New | +$648K | 0.02% | 431 |
|
|
2016
Q1 | – | Sell |
-14,164
| Closed | -$509K | – | 694 |
|
|
2015
Q4 | $509K | Buy |
+14,164
| New | +$506K | 0.02% | 416 |
|
|
2014
Q4 | – | Sell |
-17,477
| Closed | -$531K | – | 763 |
|
|
2014
Q3 | $531K | Buy |
+17,477
| New | +$547K | 0.02% | 391 |
|
Other funds holding XEL
