BIA
Bigelow Investment Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,801
| Closed | -$483K | – | 158 |
|
|
2023
Q4 | $483K | Sell |
7,801
-734
| -9% | -$45.4K | 0.26% | 99 |
|
|
2023
Q3 | $488K | Sell |
8,535
-80
| -0.9% | -$4.58K | 0.28% | 94 |
|
|
2023
Q2 | $536K | Buy |
8,615
+108
| +1% | +$6.71K | 0.29% | 91 |
|
|
2023
Q1 | $574K | Sell |
8,507
-1
| -0% | -$67 | 0.33% | 89 |
|
|
2022
Q4 | $596K | Sell |
8,508
-270
| -3% | -$18.9K | 0.35% | 88 |
|
|
2022
Q3 | $562K | Buy |
8,778
+90
| +1% | +$5.76K | 0.34% | 85 |
|
|
2022
Q2 | $615K | Buy |
8,688
+993
| +13% | +$70.3K | 0.34% | 84 |
|
|
2022
Q1 | $555K | Buy |
7,695
+49
| +0.6% | +$3.53K | 0.26% | 93 |
|
|
2021
Q4 | $518K | Sell |
7,646
-185
| -2% | -$12.5K | 0.24% | 94 |
|
|
2021
Q3 | $489K | Sell |
7,831
-1,498
| -16% | -$93.5K | 0.24% | 92 |
|
|
2021
Q2 | $615K | Hold |
9,329
| – | – | 0.3% | 87 |
|
|
2021
Q1 | $620K | Buy |
9,329
+773
| +9% | +$51.4K | 0.31% | 86 |
|
|
2020
Q4 | $570K | Buy |
8,556
+135
| +2% | +$8.99K | 0.3% | 83 |
|
|
2020
Q3 | $581K | Sell |
8,421
-630
| -7% | -$43.5K | 0.34% | 73 |
|
|
2020
Q2 | $566K | Sell |
9,051
-293
| -3% | -$18.3K | 0.37% | 71 |
|
|
2020
Q1 | $563K | Buy |
9,344
+79
| +0.9% | +$4.76K | 0.42% | 64 |
|
|
2019
Q4 | $588K | Buy |
9,265
+48
| +0.5% | +$3.05K | 0.34% | 82 |
|
|
2019
Q3 | $598K | Sell |
9,217
-88
| -0.9% | -$5.71K | 0.38% | 78 |
|
|
2019
Q2 | $554K | Sell |
9,305
-600
| -6% | -$35.7K | 0.37% | 78 |
|
|
2019
Q1 | $557K | Sell |
9,905
-3,728
| -27% | -$210K | 0.39% | 77 |
|
|
2018
Q4 | $672K | Sell |
13,633
-155
| -1% | -$7.64K | 0.5% | 58 |
|
|
2018
Q3 | $651K | Sell |
13,788
-900
| -6% | -$42.5K | 0.44% | 66 |
|
|
2018
Q2 | $671K | Hold |
14,688
| – | – | 0.46% | 66 |
|
|
2018
Q1 | $668K | Buy |
+14,688
| New | +$668K | 0.45% | 65 |
|