Becker Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-29,481
| Closed | -$1.42M | – | 192 |
|
|
2017
Q4 | $1.42M | Sell |
29,481
-592
| -2% | -$28.5K | 0.05% | 86 |
|
|
2017
Q3 | $1.42M | Sell |
30,073
-14,820
| -33% | -$701K | 0.05% | 86 |
|
|
2017
Q2 | $2.06M | Sell |
44,893
-625
| -1% | -$28.7K | 0.07% | 82 |
|
|
2017
Q1 | $2.02M | Sell |
45,518
-175,622
| -79% | -$7.81M | 0.07% | 82 |
|
|
2016
Q4 | $9M | Sell |
221,140
-28,405
| -11% | -$1.16M | 0.33% | 78 |
|
|
2016
Q3 | $10.3M | Sell |
249,545
-13,645
| -5% | -$561K | 0.4% | 75 |
|
|
2016
Q2 | $11.8M | Sell |
263,190
-11,730
| -4% | -$525K | 0.48% | 68 |
|
|
2016
Q1 | $11.5M | Sell |
274,920
-44,230
| -14% | -$1.85M | 0.5% | 62 |
|
|
2015
Q4 | $11.5M | Sell |
319,150
-2,895
| -0.9% | -$104K | 0.5% | 61 |
|
|
2015
Q3 | $11.4M | Sell |
322,045
-4,872
| -1% | -$173K | 0.51% | 60 |
|
|
2015
Q2 | $10.5M | Sell |
326,917
-11,383
| -3% | -$366K | 0.41% | 70 |
|
|
2015
Q1 | $11.8M | Sell |
338,300
-561,548
| -62% | -$19.5M | 0.46% | 69 |
|
|
2014
Q4 | $32.3M | Sell |
899,848
-11,347
| -1% | -$408K | 1.26% | 46 |
|
|
2014
Q3 | $27.7M | Buy |
911,195
+13,679
| +2% | +$416K | 1.14% | 48 |
|
|
2014
Q2 | $28.9M | Buy |
897,516
+120
| +0% | +$3.87K | 1.18% | 44 |
|
|
2014
Q1 | $27.2M | Sell |
897,396
-29,089
| -3% | -$883K | 1.12% | 48 |
|
|
2013
Q4 | $25.9M | Sell |
926,485
-5,517
| -0.6% | -$154K | 1.06% | 50 |
|
|
2013
Q3 | $25.7M | Buy |
932,002
+177,285
| +23% | +$4.89M | 1.18% | 44 |
|
|
2013
Q2 | $21.4M | Buy |
+754,717
| New | +$21.4M | 1.08% | 49 |
|