DC Investments Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,170
| Closed | -$386K | – | 307 |
|
|
2020
Q2 | $386K | Sell |
6,170
-4,000
| -39% | -$250K | 0.14% | 101 |
|
|
2020
Q1 | $613K | Buy |
10,170
+946
| +10% | +$57K | 0.5% | 38 |
|
|
2019
Q4 | $586K | Sell |
9,224
-613
| -6% | -$38.9K | 0.45% | 59 |
|
|
2019
Q3 | $638K | Sell |
9,837
-983
| -9% | -$63.8K | 0.37% | 40 |
|
|
2019
Q2 | $644K | Sell |
10,820
-1,666
| -13% | -$99.2K | 0.36% | 53 |
|
|
2019
Q1 | $702K | Hold |
12,486
| – | – | 0.44% | 48 |
|
|
2018
Q4 | $615K | Buy |
12,486
+1,085
| +10% | +$53.4K | 0.5% | 47 |
|
|
2018
Q3 | $538K | Sell |
11,401
-129
| -1% | -$6.09K | 0.36% | 127 |
|
|
2018
Q2 | $527K | Sell |
11,530
-9,863
| -46% | -$451K | 0.34% | 172 |
|
|
2018
Q1 | $973K | Sell |
21,393
-4,792
| -18% | -$218K | 0.65% | 46 |
|
|
2017
Q4 | $1.26M | Buy |
+26,185
| New | +$1.26M | 0.52% | 21 |
|