Jupiter Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-85,620
| Closed | -$3.89M | – | 457 |
|
|
2018
Q1 | $3.89M | Sell |
85,620
-847,695
| -91% | -$38.5M | 0.03% | 206 |
|
|
2017
Q4 | $44.9M | Buy |
+933,315
| New | +$44.9M | 0.41% | 74 |
|
|
2014
Q2 | – | Sell |
-23,966
| Closed | -$727K | – | 420 |
|
|
2014
Q1 | $727K | Buy |
+23,966
| New | +$727K | 0.05% | 254 |
|
|
2013
Q4 | – | Sell |
-52,312
| Closed | -$1.44M | – | 423 |
|
|
2013
Q3 | $1.44M | Buy |
+52,312
| New | +$1.44M | 0.14% | 190 |
|