Covalis 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
Q2 | – | Sell |
-302,418
| Closed | -$16.3M | – | 86 |
|
|
2024
Q1 | $16.3M | Buy |
+302,418
| New | +$16.3M | 2.01% | 11 |
|
|
2023
Q4 | – | Sell |
-166,778
| Closed | -$9.54M | – | 77 |
|
|
2023
Q3 | $9.54M | Buy |
+166,778
| New | +$9.54M | 1.69% | 21 |
|
|
2021
Q4 | – | Sell |
-245,012
| Closed | -$15.3M | – | 103 |
|
|
2021
Q3 | $15.3M | Buy |
+245,012
| New | +$15.3M | 3.54% | 7 |
|