Investment Counselors of Maryland’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,395
| Closed | -$57K | – | 203 |
|
|
2016
Q4 | $57K | Hold |
1,395
| – | – | ﹤0.01% | 191 |
|
|
2016
Q3 | $57K | Buy |
1,395
+395
| +40% | +$16.1K | ﹤0.01% | 191 |
|
|
2016
Q2 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 190 |
|
|
2015
Q4 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 199 |
|
|
2015
Q3 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 203 |
|
|
2015
Q2 | $32K | Sell |
1,000
-4,183
| -81% | -$134K | ﹤0.01% | 200 |
|
|
2015
Q1 | $180K | Hold |
5,183
| – | – | 0.01% | 167 |
|
|
2014
Q4 | $186K | Buy |
5,183
+650
| +14% | +$23.3K | 0.01% | 161 |
|
|
2014
Q3 | $138K | Buy |
4,533
+190
| +4% | +$5.78K | 0.01% | 176 |
|
|
2014
Q2 | $140K | Buy |
4,343
+61
| +1% | +$1.97K | 0.01% | 172 |
|
|
2014
Q1 | $130K | Buy |
4,282
+1,032
| +32% | +$31.3K | 0.01% | 181 |
|
|
2013
Q4 | $91K | Hold |
3,250
| – | – | ﹤0.01% | 200 |
|
|
2013
Q3 | $90K | Sell |
3,250
-750
| -19% | -$20.8K | ﹤0.01% | 201 |
|
|
2013
Q2 | $113K | Buy |
+4,000
| New | +$113K | 0.01% | 204 |
|