Ausbil 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89,244
| Closed | -$5.53M | – | 66 |
|
|
2023
Q4 | $5.53M | Buy |
89,244
+4,254
| +5% | +$263K | 2.99% | 12 |
|
|
2023
Q3 | $4.68M | Hold |
84,990
| – | – | 2.9% | 13 |
|
|
2023
Q2 | $5.28M | Sell |
84,990
-4,599
| -5% | -$286K | 3.28% | 12 |
|
|
2023
Q1 | $6.04M | Buy |
89,589
+6,023
| +7% | +$406K | 4.23% | 10 |
|
|
2022
Q4 | $5.95M | Buy |
+83,566
| New | +$5.95M | 3.86% | 12 |
|