First Citizens Bank & Trust’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 |
-19,532
| Closed | -$1.05M | – | 476 |
|
|
2024
Q1 | $1.05M | Sell |
19,532
-308
| -2% | -$16.6K | 0.02% | 239 |
|
|
2023
Q4 | $1.23M | Sell |
19,840
-2,093
| -10% | -$130K | 0.02% | 195 |
|
|
2023
Q3 | $1.26M | Sell |
21,933
-482
| -2% | -$27.6K | 0.02% | 181 |
|
|
2023
Q2 | $1.39M | Buy |
22,415
+5,913
| +36% | +$368K | 0.03% | 182 |
|
|
2023
Q1 | $1.11M | Sell |
16,502
-974
| -6% | -$65.7K | 0.02% | 177 |
|
|
2022
Q4 | $1.23M | Sell |
17,476
-110
| -0.6% | -$7.71K | 0.04% | 172 |
|
|
2022
Q3 | $1.13M | Buy |
17,586
+5,938
| +51% | +$380K | 0.04% | 171 |
|
|
2022
Q2 | $824K | Sell |
11,648
-1,055
| -8% | -$74.6K | 0.03% | 181 |
|
|
2022
Q1 | $916K | Buy |
12,703
+1,077
| +9% | +$77.7K | 0.04% | 178 |
|
|
2021
Q4 | $787K | Sell |
11,626
-1,172
| -9% | -$79.3K | 0.03% | 192 |
|
|
2021
Q3 | $800K | Buy |
12,798
+94
| +0.7% | +$5.88K | 0.04% | 178 |
|
|
2021
Q2 | $837K | Sell |
12,704
-992
| -7% | -$65.4K | 0.04% | 173 |
|
|
2021
Q1 | $911K | Buy |
13,696
+1,181
| +9% | +$78.6K | 0.04% | 190 |
|
|
2020
Q4 | $835K | Sell |
12,515
-2,626
| -17% | -$175K | 0.04% | 189 |
|
|
2020
Q3 | $1.05M | Sell |
15,141
-1,253
| -8% | -$86.5K | 0.07% | 183 |
|
|
2020
Q2 | $1.03M | Sell |
16,394
-63
| -0.4% | -$3.94K | 0.09% | 182 |
|
|
2020
Q1 | $992K | Buy |
16,457
+2,544
| +18% | +$153K | 0.12% | 157 |
|
|
2019
Q4 | $883K | Sell |
13,913
-1,063
| -7% | -$67.5K | 0.09% | 183 |
|
|
2019
Q3 | $972K | Buy |
14,976
+1,890
| +14% | +$123K | 0.12% | 185 |
|
|
2019
Q2 | $778K | Sell |
13,086
-78
| -0.6% | -$4.64K | 0.08% | 208 |
|
|
2019
Q1 | $740K | Buy |
+13,164
| New | +$740K | 0.08% | 211 |
|
|
2018
Q4 | – | Sell |
-21,724
| Closed | -$1.03M | – | 452 |
|
|
2018
Q3 | $1.03M | Sell |
21,724
-2,241
| -9% | -$106K | 0.11% | 187 |
|
|
2018
Q2 | $1.1M | Sell |
23,965
-56,680
| -70% | -$2.59M | 0.13% | 169 |
|
|
2018
Q1 | $3.67M | Sell |
80,645
-6,152
| -7% | -$280K | 0.5% | 53 |
|
|
2017
Q4 | $4.18M | Buy |
86,797
+10,040
| +13% | +$483K | 0.56% | 51 |
|
|
2017
Q3 | $3.63M | Buy |
+76,757
| New | +$3.63M | 0.47% | 58 |
|
|
2013
Q4 | – | Sell |
-46,841
| Closed | -$1.29M | – | 816 |
|
|
2013
Q3 | $1.29M | Sell |
46,841
-1,898
| -4% | -$52.4K | 0.05% | 344 |
|
|
2013
Q2 | $1.38M | Buy |
+48,739
| New | +$1.38M | 0.06% | 309 |
|