Kaizen Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Kaizen Advisory's XEL Position: Q4 2018 in Review
Kaizen Advisory increased its Xcel Energy (XEL) stake by 21% in Q4 2018, buying an estimated $11.5K and bringing the position to 1,329 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #280.
Kaizen Advisory first reported a position in XEL in Q4 2017 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.
- Kaizen Advisory held 1,329 shares of Xcel Energy worth $65K as of Q4 2018.
- Kaizen Advisory bought 230 Xcel Energy shares in Q4 2018, an estimated $11.5K.
- Xcel Energy made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #280 holding.
- Kaizen Advisory first reported a position in Xcel Energy in Q4 2017 and has held it in 5 quarters since.
- 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.
Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.