Alerus Investment Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$245K Buy
5,868
+28
+0.5% +$1.17K 0.04% 121
2015
Q4
$210K Buy
+5,840
New +$210K 0.04% 128
2015
Q1
Sell
-5,638
Closed -$203K 160
2014
Q4
$203K Buy
+5,638
New +$203K 0.03% 127