Hotaling Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.38M | Buy |
19,685
+338
| +2% | +$23.7K | 0.62% | 54 |
|
|
2022
Q3 | $1.24M | Buy |
19,347
+760
| +4% | +$48.6K | 0.59% | 57 |
|
|
2022
Q2 | $1.32M | Sell |
18,587
-8
| -0% | -$566 | 0.57% | 57 |
|
|
2022
Q1 | $1.34M | Buy |
18,595
+1,152
| +7% | +$83.1K | 0.52% | 63 |
|
|
2021
Q4 | $1.18M | Buy |
17,443
+2,210
| +15% | +$150K | 0.41% | 69 |
|
|
2021
Q3 | $952K | Buy |
15,233
+1,337
| +10% | +$83.6K | 0.4% | 73 |
|
|
2021
Q2 | $915K | Sell |
13,896
-32
| -0.2% | -$2.11K | 0.37% | 74 |
|
|
2021
Q1 | $926K | Buy |
13,928
+513
| +4% | +$34.1K | 0.42% | 71 |
|
|
2020
Q4 | $894K | Buy |
13,415
+321
| +2% | +$21.4K | 0.42% | 69 |
|
|
2020
Q3 | $904K | Buy |
13,094
+136
| +1% | +$9.39K | 0.49% | 60 |
|
|
2020
Q2 | $810K | Sell |
12,958
-627
| -5% | -$39.2K | 0.47% | 65 |
|
|
2020
Q1 | $819K | Buy |
13,585
+180
| +1% | +$10.9K | 0.61% | 57 |
|
|
2019
Q4 | $851K | Buy |
13,405
+950
| +8% | +$60.3K | 0.49% | 67 |
|
|
2019
Q3 | $808K | Hold |
12,455
| – | – | 0.52% | 66 |
|
|
2019
Q2 | $741K | Buy |
12,455
+50
| +0.4% | +$2.98K | 0.48% | 72 |
|
|
2019
Q1 | $697K | Buy |
+12,405
| New | +$697K | 0.47% | 71 |
|