Baird’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $773K | Sell |
22,197
-1,211
| -5% | -$42.2K | 0.01% | 827 |
|
|
2014
Q4 | $841K | Buy |
23,408
+4,934
| +27% | +$177K | 0.01% | 782 |
|
|
2014
Q3 | $562K | Buy |
18,474
+3,700
| +25% | +$113K | 0.01% | 800 |
|
|
2014
Q2 | $476K | Sell |
14,774
-27,383
| -65% | -$882K | 0.01% | 857 |
|
|
2014
Q1 | $1.28M | Sell |
42,157
-3,102
| -7% | -$94.2K | 0.02% | 572 |
|
|
2013
Q4 | $1.27M | Sell |
45,259
-1,530
| -3% | -$42.8K | 0.02% | 550 |
|
|
2013
Q3 | $1.29M | Buy |
46,789
+22,854
| +95% | +$631K | 0.02% | 524 |
|
|
2013
Q2 | $678K | Buy |
+23,935
| New | +$678K | 0.01% | 671 |
|