Advisor Partners II’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Sell |
22,777
-767
| -3% | -$43.9K | 0.05% | 395 |
|
|
2023
Q2 | $1.46M | Sell |
23,544
-887
| -4% | -$55.1K | 0.07% | 294 |
|
|
2023
Q1 | $1.65M | Buy |
24,431
+2,155
| +10% | +$145K | 0.09% | 234 |
|
|
2022
Q4 | $1.56M | Sell |
22,276
-1,043
| -4% | -$73.1K | 0.1% | 233 |
|
|
2022
Q3 | $1.49M | Buy |
+23,319
| New | +$1.49M | 0.11% | 193 |
|