FORA 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
Q3 | – | Sell |
-26,089
| Closed | -$1.39M | – | 601 |
|
|
2024
Q2 | $1.39M | Buy |
+26,089
| New | +$1.39M | 0.17% | 181 |
|
|
2023
Q3 | – | Sell |
-45,070
| Closed | -$2.8M | – | 595 |
|
|
2023
Q2 | $2.8M | Buy |
+45,070
| New | +$2.8M | 0.4% | 74 |
|
|
2022
Q2 | – | Sell |
-16,390
| Closed | -$1.19M | – | 713 |
|
|
2022
Q1 | $1.19M | Buy |
16,390
+12,475
| +319% | +$902K | 0.21% | 134 |
|
|
2021
Q4 | $265K | Sell |
3,915
-12,302
| -76% | -$833K | 0.1% | 245 |
|
|
2021
Q3 | $1.01M | Buy |
16,217
+10,781
| +198% | +$674K | 0.26% | 116 |
|
|
2021
Q2 | $358K | Buy |
+5,436
| New | +$358K | 0.07% | 328 |
|
|
2020
Q3 | – | Sell |
-1,710
| Closed | -$107K | – | 1029 |
|
|
2020
Q2 | $107K | Sell |
1,710
-24,547
| -93% | -$1.54M | 0.04% | 476 |
|
|
2020
Q1 | $1.58M | Sell |
26,257
-12,120
| -32% | -$731K | 0.34% | 64 |
|
|
2019
Q4 | $2.44M | Buy |
+38,377
| New | +$2.44M | 0.25% | 109 |
|