Ecofin Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,919
| Closed | -$477K | – | 34 |
|
|
2020
Q3 | $477K | Buy |
+6,919
| New | +$477K | 0.23% | 30 |
|
|
2015
Q3 | – | Sell |
-133,860
| Closed | -$4.31M | – | 43 |
|
|
2015
Q2 | $4.31M | Sell |
133,860
-46,028
| -26% | -$1.48M | 0.69% | 32 |
|
|
2015
Q1 | $6.26M | Buy |
+179,888
| New | +$6.26M | 0.9% | 33 |
|