Cipher Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $806K | Sell |
15,004
-5,848
| -28% | -$314K | 0.37% | 70 |
|
|
2023
Q4 | $1.29M | Buy |
+20,852
| New | +$1.29M | 0.42% | 58 |
|
|
2020
Q4 | – | Sell |
-2,932
| Closed | -$202K | – | 667 |
|
|
2020
Q3 | $202K | Sell |
2,932
-37,018
| -93% | -$2.55M | 0.03% | 436 |
|
|
2020
Q2 | $2.5M | Buy |
39,950
+32,154
| +412% | +$2.01M | 0.4% | 73 |
|
|
2020
Q1 | $470K | Buy |
+7,796
| New | +$470K | 0.17% | 195 |
|
|
2019
Q1 | – | Sell |
-50,865
| Closed | -$2.51M | – | 701 |
|
|
2018
Q4 | $2.51M | Buy |
+50,865
| New | +$2.51M | 0.35% | 87 |
|
|
2018
Q3 | – | Sell |
-6,036
| Closed | -$276K | – | 639 |
|
|
2018
Q2 | $276K | Sell |
6,036
-32,238
| -84% | -$1.47M | 0.06% | 373 |
|
|
2018
Q1 | $1.74M | Buy |
38,274
+25,938
| +210% | +$1.18M | 0.21% | 170 |
|
|
2017
Q4 | $593K | Buy |
+12,336
| New | +$593K | 0.05% | 447 |
|
|
2017
Q2 | – | Sell |
-17,090
| Closed | -$759K | – | 702 |
|
|
2017
Q1 | $759K | Buy |
+17,090
| New | +$759K | 0.06% | 413 |
|
|
2013
Q4 | – | Sell |
-8,717
| Closed | -$241K | – | 356 |
|
|
2013
Q3 | $241K | Sell |
8,717
-859
| -9% | -$23.7K | 0.34% | 129 |
|
|
2013
Q2 | $271K | Buy |
+9,576
| New | +$271K | 0.66% | 65 |
|