AIA Investment Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$210K Buy
3,037
+686
+29% +$47.4K 0.05% 168
2020
Q2
$147K Sell
2,351
-489
-17% -$30.6K 0.03% 136
2020
Q1
$171K Buy
2,840
+250
+10% +$15.1K 0.04% 106
2019
Q4
$164K Buy
2,590
+502
+24% +$31.8K 0.21% 82
2019
Q3
$135K Buy
+2,088
New +$135K 0.14% 89