JIR
James Investment Research’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-44,922
| Closed | -$3M | – | 565 |
|
|
2020
Q4 | $3M | Sell |
44,922
-40,369
| -47% | -$2.69M | 0.27% | 103 |
|
|
2020
Q3 | $5.89M | Buy |
+85,291
| New | +$5.89M | 0.54% | 56 |
|
|
2018
Q2 | – | Sell |
-115
| Closed | -$5K | – | 872 |
|
|
2018
Q1 | $5K | Hold |
115
| – | – | ﹤0.01% | 765 |
|
|
2017
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 747 |
|
|
2017
Q3 | $5K | Sell |
115
-109
| -49% | -$4.74K | ﹤0.01% | 734 |
|
|
2017
Q2 | $10K | Sell |
224
-115
| -34% | -$5.13K | ﹤0.01% | 690 |
|
|
2017
Q1 | $15K | Hold |
339
| – | – | ﹤0.01% | 611 |
|
|
2016
Q4 | $14K | Hold |
339
| – | – | ﹤0.01% | 488 |
|
|
2016
Q3 | $14K | Hold |
339
| – | – | ﹤0.01% | 478 |
|
|
2016
Q2 | $15K | Hold |
339
| – | – | ﹤0.01% | 428 |
|
|
2016
Q1 | $14K | Hold |
339
| – | – | ﹤0.01% | 415 |
|
|
2015
Q4 | $12K | Hold |
339
| – | – | ﹤0.01% | 452 |
|
|
2015
Q3 | $12K | Hold |
339
| – | – | ﹤0.01% | 450 |
|
|
2015
Q2 | $11K | Hold |
339
| – | – | ﹤0.01% | 482 |
|
|
2015
Q1 | $12K | Sell |
339
-250
| -42% | -$8.85K | ﹤0.01% | 488 |
|
|
2014
Q4 | $21K | Hold |
589
| – | – | ﹤0.01% | 435 |
|
|
2014
Q3 | $18K | Hold |
589
| – | – | ﹤0.01% | 450 |
|
|
2014
Q2 | $19K | Hold |
589
| – | – | ﹤0.01% | 441 |
|
|
2014
Q1 | $18K | Hold |
589
| – | – | ﹤0.01% | 448 |
|
|
2013
Q4 | $16K | Buy |
+589
| New | +$16K | ﹤0.01% | 452 |
|