Clark Capital Management Group’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,410
Closed -$217K 339
2019
Q4
$217K Buy
3,410
+114
+3% +$7.26K ﹤0.01% 301
2019
Q3
$214K Sell
3,296
-268
-8% -$17.4K ﹤0.01% 292
2019
Q2
$212K Sell
3,564
-200
-5% -$11.9K ﹤0.01% 283
2019
Q1
$212K Buy
+3,764
New +$212K 0.01% 284