HMS Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,364
| Closed | -$291K | – | 125 |
|
|
2020
Q4 | $291K | Sell |
4,364
-41
| -0.9% | -$2.73K | 0.13% | 101 |
|
|
2020
Q3 | $304K | Sell |
4,405
-77
| -2% | -$5.31K | 0.12% | 98 |
|
|
2020
Q2 | $280K | Sell |
4,482
-2,956
| -40% | -$185K | 0.12% | 92 |
|
|
2020
Q1 | $449K | Sell |
7,438
-10,880
| -59% | -$657K | 0.44% | 50 |
|
|
2019
Q4 | $1.16M | Buy |
18,318
+284
| +2% | +$18K | 0.49% | 47 |
|
|
2019
Q3 | $1.17M | Sell |
18,034
-373
| -2% | -$24.2K | 0.44% | 56 |
|
|
2019
Q2 | $1.1M | Sell |
18,407
-1,255
| -6% | -$74.7K | 0.47% | 52 |
|
|
2019
Q1 | $1.11M | Buy |
+19,662
| New | +$1.11M | 0.47% | 53 |
|