Baker Avenue Asset 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
-1,585
Closed -$90.7K 1503
2023
Q3
$90.7K Buy
1,585
+1,506
+1,906% +$86.2K ﹤0.01% 440
2023
Q2
$4.91K Buy
79
+6
+8% +$373 ﹤0.01% 851
2023
Q1
$4.92K Sell
73
-66
-47% -$4.45K ﹤0.01% 869
2022
Q4
$9.75K Buy
+139
New +$9.75K ﹤0.01% 707