iSAM Funds (UK)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,437
| Closed | -$300K | – | 438 |
|
|
2024
Q4 | $300K | Buy |
+4,437
| New | +$300K | 0.22% | 184 |
|
|
2024
Q2 | – | Sell |
-17,408
| Closed | -$936K | – | 383 |
|
|
2024
Q1 | $936K | Buy |
17,408
+5,432
| +45% | +$292K | 0.54% | 61 |
|
|
2023
Q4 | $741K | Buy |
11,976
+4,733
| +65% | +$293K | 0.53% | 67 |
|
|
2023
Q3 | $414K | Buy |
+7,243
| New | +$414K | 0.26% | 126 |
|
|
2023
Q2 | – | Sell |
-11,431
| Closed | -$771K | – | 279 |
|
|
2023
Q1 | $771K | Buy |
+11,431
| New | +$771K | 0.98% | 26 |
|