Convergence Investment Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,094
Closed -$50K 923
2018
Q1
$50K Buy
+1,094
New +$50K 0.01% 442
2016
Q1
Sell
-74,412
Closed -$2.67M 401
2015
Q4
$2.67M Buy
+74,412
New +$2.67M 0.3% 121