Bowling Portfolio Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,945
Closed -$730K 257
2020
Q4
$730K Sell
10,945
-1,386
-11% -$92.4K 0.17% 183
2020
Q3
$851K Buy
+12,331
New +$851K 0.19% 164