CCLA Investment 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	-423,586	Closed	-$27.9M	–	76
2020 Q4	$27.9M	Hold	423,586	–	–	0.63%	57
2020 Q3	$29.2M	Sell	423,586 -16,471	-4%	-$1.14M	0.79%	53
2020 Q2	$27.5M	Buy	+440,057	New	+$27.5M	0.86%	48