Alethea Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,524
| Closed | -$431K | – | 53 |
|
|
2023
Q3 | $431K | Buy |
+7,524
| New | +$431K | 0.53% | 15 |
|
|
2021
Q2 | – | Sell |
-10,853
| Closed | -$722K | – | 107 |
|
|
2021
Q1 | $722K | Buy |
+10,853
| New | +$722K | 0.44% | 37 |
|
|
2020
Q3 | – | Sell |
-7,412
| Closed | -$463K | – | 98 |
|
|
2020
Q2 | $463K | Buy |
+7,412
| New | +$463K | 0.27% | 47 |
|
|
2018
Q1 | – | Sell |
-22,388
| Closed | -$1.08M | – | 113 |
|
|
2017
Q4 | $1.08M | Sell |
22,388
-31,459
| -58% | -$1.51M | 1.71% | 14 |
|
|
2017
Q3 | $2.55M | Buy |
+53,847
| New | +$2.55M | 2.99% | 5 |
|