Investors Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,425
| Closed | -$2.13M | – | 194 |
|
|
2021
Q4 | $2.13M | Buy |
31,425
+332
| +1% | +$22.5K | 0.99% | 19 |
|
|
2021
Q3 | $1.94M | Buy |
31,093
+213
| +0.7% | +$13.3K | 1.03% | 20 |
|
|
2021
Q2 | $2.03M | Buy |
30,880
+82
| +0.3% | +$5.4K | 1.09% | 15 |
|
|
2021
Q1 | $2.05M | Buy |
30,798
+1,637
| +6% | +$109K | 1.2% | 16 |
|
|
2020
Q4 | $1.94M | Buy |
29,161
+473
| +2% | +$31.5K | 1.28% | 17 |
|
|
2020
Q3 | $1.98M | Buy |
28,688
+11
| +0% | +$759 | 1.48% | 14 |
|
|
2020
Q2 | $1.79M | Sell |
28,677
-427
| -1% | -$26.7K | 1.47% | 15 |
|
|
2020
Q1 | $1.76M | Sell |
29,104
-84
| -0.3% | -$5.07K | 1.77% | 13 |
|
|
2019
Q4 | $1.85M | Buy |
+29,188
| New | +$1.85M | 1.51% | 16 |
|