Braun Stacey Associates’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-98,291
| Closed | -$6.09M | – | 118 |
|
|
2023
Q4 | $6.09M | Buy |
98,291
+5,643
| +6% | +$349K | 0.27% | 90 |
|
|
2023
Q3 | $5.3M | Buy |
92,648
+1,023
| +1% | +$58.5K | 0.26% | 90 |
|
|
2023
Q2 | $5.7M | Sell |
91,625
-84,345
| -48% | -$5.24M | 0.26% | 94 |
|
|
2023
Q1 | $11.9M | Buy |
175,970
+91,152
| +107% | +$6.15M | 0.31% | 97 |
|
|
2022
Q4 | $5.95M | Buy |
84,818
+5,677
| +7% | +$398K | 0.34% | 93 |
|
|
2022
Q3 | $5.07M | Buy |
79,141
+2,780
| +4% | +$178K | 0.31% | 92 |
|
|
2022
Q2 | $5.4M | Buy |
76,361
+3,699
| +5% | +$262K | 0.31% | 98 |
|
|
2022
Q1 | $5.24M | Sell |
72,662
-1,475
| -2% | -$106K | 0.22% | 104 |
|
|
2021
Q4 | $5.02M | Sell |
74,137
-65,575
| -47% | -$4.44M | 0.18% | 103 |
|
|
2021
Q3 | $8.73M | Sell |
139,712
-11,846
| -8% | -$740K | 0.35% | 98 |
|
|
2021
Q2 | $9.99M | Sell |
151,558
-14,037
| -8% | -$925K | 0.39% | 99 |
|
|
2021
Q1 | $11M | Sell |
165,595
-5,170
| -3% | -$344K | 0.46% | 95 |
|
|
2020
Q4 | $11.4M | Buy |
170,765
+2,900
| +2% | +$193K | 0.51% | 93 |
|
|
2020
Q3 | $11.6M | Sell |
167,865
-2,940
| -2% | -$203K | 0.62% | 79 |
|
|
2020
Q2 | $10.7M | Sell |
170,805
-7,680
| -4% | -$480K | 0.61% | 83 |
|
|
2020
Q1 | $10.8M | Sell |
178,485
-12,386
| -6% | -$747K | 0.82% | 58 |
|
|
2019
Q4 | $12.1M | Buy |
190,871
+11,774
| +7% | +$748K | 0.67% | 86 |
|
|
2019
Q3 | $11.6M | Buy |
+179,097
| New | +$11.6M | 0.73% | 80 |
|