Zurich Cantonal Bank’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 | $12.3M | Buy |
181,278
+7,230
| +4% | +$492K | 0.03% | 416 |
|
|
2025
Q1 | $12.3M | Sell |
174,048
-15,880
| -8% | -$1.12M | 0.04% | 406 |
|
|
2024
Q4 | $12.8M | Buy |
189,928
+5,128
| +3% | +$346K | 0.04% | 383 |
|
|
2024
Q3 | $12.1M | Sell |
184,800
-18,688
| -9% | -$1.22M | 0.04% | 386 |
|
|
2024
Q2 | $10.9M | Sell |
203,488
-141,600
| -41% | -$7.56M | 0.04% | 392 |
|
|
2024
Q1 | $18.5M | Buy |
345,088
+176,313
| +104% | +$9.48M | 0.07% | 275 |
|
|
2023
Q4 | $10.4M | Sell |
168,775
-3,819
| -2% | -$236K | 0.04% | 378 |
|
|
2023
Q3 | $9.88M | Buy |
172,594
+8,242
| +5% | +$472K | 0.04% | 341 |
|
|
2023
Q2 | $10.2M | Buy |
164,352
+8,086
| +5% | +$503K | 0.05% | 349 |
|
|
2023
Q1 | $10.5M | Sell |
156,266
-15,973
| -9% | -$1.08M | 0.05% | 326 |
|
|
2022
Q4 | $12.1M | Sell |
172,239
-30,681
| -15% | -$2.15M | 0.06% | 281 |
|
|
2022
Q3 | $13M | Buy |
202,920
+20,524
| +11% | +$1.31M | 0.08% | 239 |
|
|
2022
Q2 | $12.9M | Buy |
182,396
+21,910
| +14% | +$1.55M | 0.08% | 252 |
|
|
2022
Q1 | $11.6M | Sell |
160,486
-1,020
| -0.6% | -$73.6K | 0.06% | 313 |
|
|
2021
Q4 | $10.9M | Buy |
161,506
+23,351
| +17% | +$1.58M | 0.05% | 328 |
|
|
2021
Q3 | $8.64M | Sell |
138,155
-20,364
| -13% | -$1.27M | 0.05% | 365 |
|
|
2021
Q2 | $10.4M | Buy |
158,519
+25,739
| +19% | +$1.7M | 0.06% | 309 |
|
|
2021
Q1 | $8.83M | Sell |
132,780
-26,284
| -17% | -$1.75M | 0.05% | 343 |
|
|
2020
Q4 | $10.6M | Buy |
159,064
+27,854
| +21% | +$1.86M | 0.06% | 293 |
|
|
2020
Q3 | $9.06M | Buy |
131,210
+3,200
| +2% | +$221K | 0.06% | 280 |
|
|
2020
Q2 | $8M | Buy |
128,010
+12,295
| +11% | +$768K | 0.07% | 265 |
|
|
2020
Q1 | $6.98M | Buy |
115,715
+4,001
| +4% | +$241K | 0.07% | 294 |
|
|
2019
Q4 | $7.09M | Sell |
111,714
-1,499
| -1% | -$95.2K | 0.05% | 361 |
|
|
2019
Q3 | $7.35M | Buy |
113,213
+1,183
| +1% | +$76.8K | 0.06% | 331 |
|
|
2019
Q2 | $6.67M | Buy |
112,030
+4,373
| +4% | +$260K | 0.06% | 357 |
|
|
2019
Q1 | $6.05M | Buy |
107,657
+433
| +0.4% | +$24.3K | 0.05% | 363 |
|
|
2018
Q4 | $5.28M | Buy |
107,224
+1,534
| +1% | +$75.6K | 0.05% | 364 |
|
|
2018
Q3 | $4.99M | Sell |
105,690
-13,487
| -11% | -$637K | 0.04% | 431 |
|
|
2018
Q2 | $5.44M | Buy |
119,177
+1,001
| +0.8% | +$45.7K | 0.05% | 402 |
|
|
2018
Q1 | $5.38M | Buy |
118,176
+14,916
| +14% | +$678K | 0.05% | 399 |
|
|
2017
Q4 | $4.97M | Sell |
103,260
-259
| -0.3% | -$12.5K | 0.04% | 410 |
|
|
2017
Q3 | $4.9M | Sell |
103,519
-4,768
| -4% | -$226K | 0.05% | 408 |
|
|
2017
Q2 | $4.97M | Sell |
108,287
-539
| -0.5% | -$24.7K | 0.05% | 400 |
|
|
2017
Q1 | $4.84M | Hold |
108,826
| – | – | 0.05% | 410 |
|
|
2016
Q4 | $4.43M | Sell |
108,826
-21,752
| -17% | -$885K | 0.05% | 424 |
|
|
2016
Q3 | $5.37M | Buy |
130,578
+42,803
| +49% | +$1.76M | 0.06% | 368 |
|
|
2016
Q2 | $3.93M | Sell |
87,775
-2,566
| -3% | -$115K | 0.05% | 376 |
|
|
2016
Q1 | $3.78M | Buy |
90,341
+8,938
| +11% | +$374K | 0.05% | 377 |
|
|
2015
Q4 | $2.92M | Sell |
81,403
-14,333
| -15% | -$515K | 0.04% | 440 |
|
|
2015
Q3 | $3.39M | Buy |
95,736
+4,462
| +5% | +$158K | 0.05% | 380 |
|
|
2015
Q2 | $2.94M | Sell |
91,274
-2,754
| -3% | -$88.6K | 0.04% | 412 |
|
|
2015
Q1 | $3.27M | Sell |
94,028
-43,384
| -32% | -$1.51M | 0.05% | 384 |
|
|
2014
Q4 | $4.94M | Sell |
137,412
-943
| -0.7% | -$33.9K | 0.15% | 160 |
|
|
2014
Q3 | $4.21M | Buy |
138,355
+5,800
| +4% | +$176K | 0.14% | 174 |
|
|
2014
Q2 | $4.27M | Buy |
132,555
+51,946
| +64% | +$1.67M | 0.13% | 200 |
|
|
2014
Q1 | $2.45M | Buy |
80,609
+17,655
| +28% | +$536K | 0.08% | 299 |
|
|
2013
Q4 | $1.76M | Sell |
62,954
-24,001
| -28% | -$671K | 0.06% | 356 |
|
|
2013
Q3 | $2.4M | Sell |
86,955
-5,553
| -6% | -$153K | 0.08% | 268 |
|
|
2013
Q2 | $2.62M | Buy |
+92,508
| New | +$2.62M | 0.09% | 214 |
|