Caption Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,500
| Closed | -$187K | – | 894 |
|
|
2024
Q2 | $187K | Sell |
3,500
-11,000
| -76% | -$588K | ﹤0.01% | 280 |
|
|
2024
Q1 | $779K | Buy |
+14,500
| New | +$779K | 0.01% | 176 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 947 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1028 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 990 |
|