Zimmer Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209M | Sell |
2,629,300
-110,053
| -4% | -$8.63M | 5.12% | 5 |
|
|
2025
Q4 | $202M | Buy |
2,739,353
+288,353
| +12% | +$22.7M | 5.33% | 3 |
|
|
2025
Q3 | $198M | Sell |
2,451,000
-968,300
| -28% | -$70.1M | 4.83% | 5 |
|
|
2025
Q2 | $233M | Sell |
3,419,300
-702,650
| -17% | -$48.7M | 5.33% | 3 |
|
|
2025
Q1 | $292M | Buy |
4,121,950
+454,750
| +12% | +$31M | 5.92% | 2 |
|
|
2024
Q4 | $248M | Buy |
3,667,200
+3,454,700
| +1,626% | +$232M | 4.29% | 5 |
|
|
2024
Q3 | $13.9M | Sell |
212,500
-2,813,625
| -93% | -$167M | 0.26% | 67 |
|
|
2024
Q2 | $162M | Buy |
3,026,125
+2,093,620
| +225% | +$114M | 3.08% | 11 |
|
|
2024
Q1 | $50.1M | Buy |
932,505
+882,505
| +1,765% | +$50.4M | 1.09% | 25 |
|
|
2023
Q4 | $3.1M | Buy |
+50,000
| New | +$3M | 0.11% | 76 |
|
|
2023
Q3 | – | Sell |
-200,000
| Closed | -$12.4M | – | 158 |
|
|
2023
Q2 | $12.4M | Buy |
+200,000
| New | +$13.4M | 0.31% | 59 |
|
|
2021
Q1 | – | Sell |
-12,500
| Closed | -$833K | – | 197 |
|
|
2020
Q4 | $833K | Buy |
+12,500
| New | +$871K | 0.01% | 109 |
|
|
2020
Q3 | – | Sell |
-163,961
| Closed | -$10.2M | – | 162 |
|
|
2020
Q2 | $10.2M | Sell |
163,961
-134,516
| -45% | -$8.48M | 0.15% | 76 |
|
|
2020
Q1 | $18M | Buy |
+298,477
| New | +$19.5M | 0.41% | 38 |
|
|
2019
Q4 | – | Sell |
-207,593
| Closed | -$13.5M | – | 115 |
|
|
2019
Q3 | $13.5M | Buy |
+207,593
| New | +$12.9M | 0.15% | 66 |
|
|
2014
Q2 | – | Sell |
-10,000
| Closed | -$304K | – | 64 |
|
|
2014
Q1 | $304K | Buy |
+10,000
| New | +$292K | 0.05% | 48 |
|
Other funds holding XEL
VCM
VPM
