FMAEN1
Fund Management at Engine No 1’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,885
| Closed | -$451K | – | 424 |
|
|
2023
Q3 | $451K | Buy |
7,885
+717
| +10% | +$41K | 0.07% | 260 |
|
|
2023
Q2 | $446K | Buy |
7,168
+537
| +8% | +$33.4K | 0.08% | 246 |
|
|
2023
Q1 | $447K | Buy |
6,631
+606
| +10% | +$40.9K | 0.09% | 223 |
|
|
2022
Q4 | $422K | Buy |
6,025
+766
| +15% | +$53.7K | 0.1% | 203 |
|
|
2022
Q3 | $337K | Sell |
5,259
-240
| -4% | -$15.4K | 0.1% | 207 |
|
|
2022
Q2 | $389K | Buy |
5,499
+940
| +21% | +$66.5K | 0.1% | 189 |
|
|
2022
Q1 | $329K | Buy |
+4,559
| New | +$329K | 0.08% | 237 |
|