Johnson Midwest Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $326K | Buy |
5,702
+13
| +0.2% | +$744 | 0.73% | 22 |
|
|
2023
Q2 | $354K | Buy |
5,689
+12
| +0.2% | +$746 | 0.31% | 24 |
|
|
2023
Q1 | $383K | Buy |
5,677
+12
| +0.2% | +$809 | 0.55% | 15 |
|
|
2022
Q4 | $397K | Buy |
5,665
+12
| +0.2% | +$841 | 1.45% | 12 |
|
|
2022
Q3 | $362 | Buy |
5,653
+12
| +0.2% | +$1 | 1.38% | 13 |
|
|
2022
Q2 | $399K | Buy |
5,641
+10
| +0.2% | +$707 | 0.54% | 15 |
|
|
2022
Q1 | $406K | Buy |
5,631
+10
| +0.2% | +$721 | 0.58% | 16 |
|
|
2021
Q4 | $381K | Buy |
5,621
+11
| +0.2% | +$746 | 0.29% | 22 |
|
|
2021
Q3 | $351K | Buy |
5,610
+10
| +0.2% | +$626 | 0.29% | 27 |
|
|
2021
Q2 | $369K | Buy |
5,600
+10
| +0.2% | +$659 | 0.36% | 21 |
|
|
2021
Q1 | $372K | Buy |
5,590
+10
| +0.2% | +$665 | 0.39% | 18 |
|
|
2020
Q4 | $372K | Buy |
+5,580
| New | +$372K | 0.35% | 19 |
|