1832 Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,278,631
| Closed | -$146M | – | 963 |
|
|
2022
Q3 | $146M | Buy |
2,278,631
+555,031
| +32% | +$35.5M | 0.27% | 73 |
|
|
2022
Q2 | $122M | Buy |
+1,723,600
| New | +$122M | 0.21% | 92 |
|
|
2021
Q4 | – | Sell |
-3,778
| Closed | -$238K | – | 877 |
|
|
2021
Q3 | $238K | Buy |
+3,778
| New | +$238K | ﹤0.01% | 659 |
|
|
2016
Q4 | – | Sell |
-95
| Closed | -$4K | – | 780 |
|
|
2016
Q3 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 635 |
|