Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,885
| Closed | -$202K | – | 206 |
|
|
2022
Q4 | $202K | Buy |
+2,885
| New | +$202K | 0.04% | 193 |
|
|
2022
Q3 | – | Sell |
-2,900
| Closed | -$205 | – | 219 |
|
|
2022
Q2 | $205 | Sell |
2,900
-35
| -1% | -$2 | 0.04% | 213 |
|
|
2022
Q1 | $212 | Sell |
2,935
-165
| -5% | -$12 | 0.03% | 236 |
|
|
2021
Q4 | $210 | Sell |
3,100
-200
| -6% | -$14 | 0.03% | 242 |
|
|
2021
Q3 | $206K | Sell |
3,300
-75
| -2% | -$4.68K | 0.04% | 242 |
|
|
2021
Q2 | $222K | Hold |
3,375
| – | – | 0.04% | 235 |
|
|
2021
Q1 | $224K | Hold |
3,375
| – | – | 0.04% | 228 |
|
|
2020
Q4 | $225K | Hold |
3,375
| – | – | 0.04% | 218 |
|
|
2020
Q3 | $233K | Buy |
+3,375
| New | +$233K | 0.05% | 188 |
|