CCM Investment Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,700
| Closed | -$203K | – | 127 |
|
|
2014
Q3 | $203K | Sell |
6,700
-1,400
| -17% | -$42.4K | 0.02% | 119 |
|
|
2014
Q2 | $261K | Sell |
8,100
-73,460
| -90% | -$2.37M | 0.02% | 99 |
|
|
2014
Q1 | $2.48M | Sell |
81,560
-180,757
| -69% | -$5.49M | 0.25% | 62 |
|
|
2013
Q4 | $7.33M | Buy |
262,317
+9,181
| +4% | +$257K | 0.69% | 48 |
|
|
2013
Q3 | $6.99M | Buy |
253,136
+172,204
| +213% | +$4.75M | 0.69% | 55 |
|
|
2013
Q2 | $2.29M | Buy |
+80,932
| New | +$2.29M | 0.24% | 79 |
|