Alley Company’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$420K Sell
6,201
-184
-3% -$12.5K 0.07% 75
2021
Q3
$399K Hold
6,385
0.07% 75
2021
Q2
$421K Sell
6,385
-302
-5% -$19.9K 0.08% 75
2021
Q1
$445K Sell
6,687
-53,899
-89% -$3.59M 0.09% 72
2020
Q4
$4.04M Sell
60,586
-412,320
-87% -$27.5M 0.84% 45
2020
Q3
$32.6M Sell
472,906
-272
-0.1% -$18.8K 2.37% 16
2020
Q2
$29.6M Buy
473,178
+130,590
+38% +$8.16M 2.29% 18
2020
Q1
$20.7M Buy
342,588
+274,434
+403% +$16.5M 2.39% 18
2019
Q4
$4.33M Sell
68,154
-690
-1% -$43.8K 1.11% 40
2019
Q3
$4.47M Buy
68,844
+596
+0.9% +$38.7K 1.22% 38
2019
Q2
$4.06M Sell
68,248
-2,614
-4% -$156K 1.15% 40
2019
Q1
$3.98M Sell
70,862
-1,460
-2% -$82.1K 1.17% 40
2018
Q4
$3.56M Sell
72,322
-2,270
-3% -$112K 1.17% 40
2018
Q3
$3.52M Sell
74,592
-1,406
-2% -$66.4K 1.08% 41
2018
Q2
$3.47M Buy
75,998
+613
+0.8% +$28K 1.17% 38
2018
Q1
$3.43M Buy
75,385
+156
+0.2% +$7.1K 1.18% 39
2017
Q4
$3.62M Sell
75,229
-672
-0.9% -$32.3K 1.24% 36
2017
Q3
$3.59M Sell
75,901
-249
-0.3% -$11.8K 1.3% 36
2017
Q2
$3.49M Buy
76,150
+148
+0.2% +$6.79K 1.32% 36
2017
Q1
$3.38M Buy
76,002
+5,177
+7% +$230K 1.33% 36
2016
Q4
$2.88M Sell
70,825
-306
-0.4% -$12.5K 1.27% 36
2016
Q3
$2.93M Sell
71,131
-131
-0.2% -$5.39K 1.3% 35
2016
Q2
$3.19M Buy
71,262
+1,453
+2% +$65.1K 1.45% 32
2016
Q1
$2.92M Sell
69,809
-3,068
-4% -$128K 1.4% 32
2015
Q4
$2.62M Buy
72,877
+53
+0.1% +$1.9K 1.28% 37
2015
Q3
$2.58M Sell
72,824
-3,134
-4% -$111K 1.33% 36
2015
Q2
$2.44M Buy
75,958
+1,329
+2% +$42.8K 1.2% 39
2015
Q1
$2.6M Buy
74,629
+6,052
+9% +$211K 1.27% 36
2014
Q4
$2.46M Buy
68,577
+2,621
+4% +$94.1K 1.27% 36
2014
Q3
$2.01M Buy
65,956
+1,847
+3% +$56.1K 1.45% 34
2014
Q2
$2.07M Sell
64,109
-4,628
-7% -$149K 1.47% 32
2014
Q1
$2.09M Buy
68,737
+25,958
+61% +$788K 1.47% 33
2013
Q4
$1.2M Buy
42,779
+485
+1% +$13.5K 0.87% 55
2013
Q3
$1.17M Buy
42,294
+1,271
+3% +$35.1K 0.93% 53
2013
Q2
$1.16M Buy
+41,023
New +$1.16M 0.97% 51