DA
Duality Advisers’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56,737
| Closed | -$3.05M | – | 545 |
|
|
2024
Q1 | $3.05M | Buy |
+56,737
| New | +$3.05M | 0.3% | 108 |
|
|
2022
Q2 | – | Sell |
-67,233
| Closed | -$4.85M | – | 889 |
|
|
2022
Q1 | $4.85M | Buy |
67,233
+28,503
| +74% | +$2.06M | 0.52% | 24 |
|
|
2021
Q4 | $2.62M | Sell |
38,730
-75,397
| -66% | -$5.1M | 0.28% | 128 |
|
|
2021
Q3 | $7.13M | Sell |
114,127
-16,427
| -13% | -$1.03M | 0.55% | 31 |
|
|
2021
Q2 | $8.6M | Buy |
+130,554
| New | +$8.6M | 0.76% | 9 |
|
|
2021
Q1 | – | Sell |
-156,411
| Closed | -$10.4M | – | 720 |
|
|
2020
Q4 | $10.4M | Buy |
156,411
+113,581
| +265% | +$7.57M | 0.78% | 17 |
|
|
2020
Q3 | $2.96M | Buy |
+42,830
| New | +$2.96M | 0.19% | 143 |
|