Beach Investment Counsel’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.36M | Sell |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $8.35M | Hold |
|
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|
2022
Q4 | $8.68M | Buy |
|
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|
2022
Q3 | $7.89M | Hold |
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|
2022
Q2 | $8.72M | Sell |
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|
2022
Q1 | $13.3M | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $15.1M | Hold |
|
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $16.1M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $12.6M | Buy |
|
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|
2020
Q2 | $7.62M | Sell |
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|
2020
Q1 | $9.63M | Buy |
|