Advisor Partners’s Xcel Energy XEL Stock Holding History

Advisor Partners’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$1.63M	Buy	23,087 +1,282	+6%	+$90.7K	0.12%	191
2022 Q1	$1.57M	Buy	21,805 +1,627	+8%	+$117K	0.1%	204
2021 Q4	$1.37M	Sell	20,178 -708	-3%	-$47.9K	0.08%	233
2021 Q3	$1.31M	Sell	20,886 -388	-2%	-$24.2K	0.09%	218
2021 Q2	$1.4M	Sell	21,274 -553	-3%	-$36.4K	0.09%	215
2021 Q1	$1.45M	Sell	21,827 -1,209	-5%	-$80.5K	0.1%	191
2020 Q4	$1.54M	Sell	23,036 -818	-3%	-$54.6K	0.12%	174
2020 Q3	$1.65M	Buy	23,854 +290	+1%	+$20K	0.14%	141
2020 Q2	$1.48M	Buy	23,564 +479	+2%	+$30K	0.14%	149
2020 Q1	$1.4M	Buy	23,085 +7,935	+52%	+$480K	0.17%	126
2019 Q4	$977K	Buy	15,150 +669	+5%	+$43.1K	0.1%	203
2019 Q3	$940K	Buy	14,481 +424	+3%	+$27.5K	0.11%	192
2019 Q2	$836K	Buy	14,057 +188	+1%	+$11.2K	0.1%	206
2019 Q1	$780K	Sell	13,869 -399	-3%	-$22.4K	0.1%	203
2018 Q4	$703K	Buy	14,268 +1,555	+12%	+$76.6K	0.11%	202
2018 Q3	$600K	Buy	12,713 +189	+2%	+$8.92K	0.08%	265
2018 Q2	$572K	Sell	12,524 -40	-0.3%	-$1.83K	0.1%	248
2018 Q1	$571K	Buy	12,564 +681	+6%	+$31K	0.11%	238
2017 Q4	$536K	Buy	11,883 +1,477	+14%	+$66.6K	0.1%	251
2017 Q3	$492K	Sell	10,406 -153	-1%	-$7.23K	0.1%	228
2017 Q2	$484K	Buy	10,559 +867	+9%	+$39.7K	0.11%	221
2017 Q1	$431K	Buy	9,692 +1,300	+15%	+$57.8K	0.11%	224
2016 Q4	$342K	Buy	8,392 +195	+2%	+$7.95K	0.1%	249
2016 Q3	$337K	Buy	8,197 +509	+7%	+$20.9K	0.11%	218
2016 Q2	$344K	Buy	7,688 +59	+0.8%	+$2.64K	0.12%	204
2016 Q1	$319K	Buy	7,629 +292	+4%	+$12.2K	0.12%	209
2015 Q4	$263K	Buy	7,337 +69	+0.9%	+$2.47K	0.09%	232
2015 Q3	$257K	Buy	7,268 +689	+10%	+$24.4K	0.11%	225
2015 Q2	$229K	Hold	6,579	–	–	0.09%	276
2015 Q1	$229K	Buy	6,579 +135	+2%	+$4.7K	0.1%	270
2014 Q4	$231K	Buy	+6,444	New	+$231K	0.1%	262
2014 Q3	–	Sell	-6,435	Closed	-$207K	–	277
2014 Q2	$207K	Buy	+6,435	New	+$207K	0.1%	266