Ceredex Value Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $45.9M | Sell |
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|
2023
Q3 | $55.7M | Buy |
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|
2023
Q2 | $49.5M | Buy |
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|
2023
Q1 | $51.2M | Sell |
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|
2022
Q4 | $73.1M | Buy |
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|
2022
Q3 | $57.1M | Buy |
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|
2022
Q2 | $48.6M | Sell |
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|
2022
Q1 | $89.3M | Buy |
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|
2021
Q4 | $80.4M | Sell |
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|
2021
Q3 | $78.7M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $69.7M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $55.1M | Buy |
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|
2018
Q2 | $53.2M | Sell |
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|
2018
Q1 | $53.9M | Buy |
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