Capital World Investors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,461,922
| Closed | -$466M | – | 635 |
|
|
2021
Q3 | $466M | Sell |
7,461,922
-6,212,491
| -45% | -$388M | 0.08% | 220 |
|
|
2021
Q2 | $901M | Buy |
13,674,413
+169,644
| +1% | +$11.2M | 0.15% | 156 |
|
|
2021
Q1 | $898M | Sell |
13,504,769
-6,721,908
| -33% | -$447M | 0.17% | 143 |
|
|
2020
Q4 | $1.35B | Buy |
20,226,677
+37,321
| +0.2% | +$2.49M | 0.26% | 95 |
|
|
2020
Q3 | $1.39B | Buy |
20,189,356
+7,351
| +0% | +$507K | 0.3% | 83 |
|
|
2020
Q2 | $1.26B | Buy |
20,182,005
+5,070,620
| +34% | +$317M | 0.31% | 88 |
|
|
2020
Q1 | $911M | Buy |
+15,111,385
| New | +$911M | 0.26% | 92 |
|
|
2017
Q3 | – | Sell |
-1,836,270
| Closed | -$84.2M | – | 516 |
|
|
2017
Q2 | $84.2M | Sell |
1,836,270
-1,163,730
| -39% | -$53.4M | 0.02% | 297 |
|
|
2017
Q1 | $133M | Hold |
3,000,000
| – | – | 0.03% | 259 |
|
|
2016
Q4 | $122M | Sell |
3,000,000
-1,000,000
| -25% | -$40.7M | 0.03% | 261 |
|
|
2016
Q3 | $165M | Hold |
4,000,000
| – | – | 0.04% | 242 |
|
|
2016
Q2 | $179M | Hold |
4,000,000
| – | – | 0.05% | 232 |
|
|
2016
Q1 | $167M | Hold |
4,000,000
| – | – | 0.05% | 240 |
|
|
2015
Q4 | $144M | Hold |
4,000,000
| – | – | 0.04% | 257 |
|
|
2015
Q3 | $142M | Hold |
4,000,000
| – | – | 0.04% | 260 |
|
|
2015
Q2 | $129M | Hold |
4,000,000
| – | – | 0.03% | 283 |
|
|
2015
Q1 | $139M | Hold |
4,000,000
| – | – | 0.04% | 276 |
|
|
2014
Q4 | $144M | Hold |
4,000,000
| – | – | 0.04% | 267 |
|
|
2014
Q3 | $122M | Hold |
4,000,000
| – | – | 0.03% | 289 |
|
|
2014
Q2 | $129M | Hold |
4,000,000
| – | – | 0.04% | 284 |
|
|
2014
Q1 | $121M | Hold |
4,000,000
| – | – | 0.03% | 275 |
|
|
2013
Q4 | $112M | Buy |
+4,000,000
| New | +$112M | 0.03% | 287 |
|