Calamos Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$216K | – | 321 |
|
|
2023
Q1 | $216K | Sell |
3,201
-2,310
| -42% | -$156K | 0.02% | 289 |
|
|
2022
Q4 | $386K | Hold |
5,511
| – | – | 0.03% | 225 |
|
|
2022
Q3 | $353K | Hold |
5,511
| – | – | 0.03% | 232 |
|
|
2022
Q2 | $390K | Sell |
5,511
-148
| -3% | -$10.5K | 0.03% | 220 |
|
|
2022
Q1 | $408K | Buy |
5,659
+834
| +17% | +$60.1K | 0.03% | 246 |
|
|
2021
Q4 | $327K | Buy |
4,825
+15
| +0.3% | +$1.02K | 0.02% | 276 |
|
|
2021
Q3 | $301K | Hold |
4,810
| – | – | 0.02% | 284 |
|
|
2021
Q2 | $317K | Buy |
+4,810
| New | +$317K | 0.02% | 287 |
|
|
2020
Q2 | – | Sell |
-4,710
| Closed | -$284K | – | 270 |
|
|
2020
Q1 | $284K | Hold |
4,710
| – | – | 0.04% | 207 |
|
|
2019
Q4 | $299K | Hold |
4,710
| – | – | 0.04% | 205 |
|
|
2019
Q3 | $306K | Hold |
4,710
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $280K | Hold |
4,710
| – | – | 0.04% | 201 |
|
|
2019
Q1 | $265K | Hold |
4,710
| – | – | 0.04% | 197 |
|
|
2018
Q4 | $232K | Buy |
+4,710
| New | +$232K | 0.03% | 203 |
|