Independent Portfolio Consultants’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$144K Buy
3,134
+1,484
+90% +$68.2K 0.06% 349
2017
Q1
$73K Buy
+1,650
New +$73K 0.03% 508
2015
Q2
Sell
-3
Closed 1136
2015
Q1
$0 Buy
+3
New ﹤0.01% 1148