Cognios Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-52,368
| Closed | -$2.39M | – | 165 |
|
|
2018
Q2 | $2.39M | Buy |
52,368
+3,012
| +6% | +$138K | 0.84% | 53 |
|
|
2018
Q1 | $2.24M | Buy |
+49,356
| New | +$2.24M | 0.81% | 60 |
|
|
2015
Q3 | – | Sell |
-13,415
| Closed | -$430K | – | 106 |
|
|
2015
Q2 | $430K | Buy |
+13,415
| New | +$430K | 0.25% | 65 |
|