Ground Swell 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 |
-5,828
| Closed | -$311K | – | 276 |
|
|
2024
Q2 | $311K | Buy |
+5,828
| New | +$311K | 0.24% | 49 |
|
|
2023
Q1 | – | Sell |
-3,382
| Closed | -$237K | – | 111 |
|
|
2022
Q4 | $237K | Sell |
3,382
-2,011
| -37% | -$141K | 1.05% | 28 |
|
|
2022
Q3 | $345K | Sell |
5,393
-1,339
| -20% | -$85.7K | 0.98% | 26 |
|
|
2022
Q2 | $476K | Buy |
+6,732
| New | +$476K | 0.87% | 25 |
|
|
2021
Q1 | – | Sell |
-3,767
| Closed | -$251K | – | 138 |
|
|
2020
Q4 | $251K | Buy |
+3,767
| New | +$251K | 0.96% | 32 |
|
|
2014
Q3 | $26K | Buy |
852
+294
| +53% | +$8.97K | 0.05% | 427 |
|
|
2014
Q2 | $18K | Buy |
+558
| New | +$18K | 0.03% | 457 |
|