Kintegral Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,974
| Closed | -$2M | – | 326 |
|
|
2022
Q3 | $2M | Hold |
30,974
| – | – | 0.28% | 94 |
|
|
2022
Q2 | $2.21M | Buy |
30,974
+656
| +2% | +$46.7K | 0.29% | 90 |
|
|
2022
Q1 | $2.2M | Sell |
30,318
-3,261
| -10% | -$237K | 0.24% | 98 |
|
|
2021
Q4 | $3.1M | Buy |
33,579
+3,940
| +13% | +$363K | 0.32% | 74 |
|
|
2021
Q3 | $1.87M | Hold |
29,639
| – | – | 0.22% | 108 |
|
|
2021
Q2 | $1.97M | Hold |
29,639
| – | – | 0.23% | 104 |
|
|
2021
Q1 | $2M | Hold |
29,639
| – | – | 0.26% | 97 |
|
|
2020
Q4 | $1.99M | Hold |
29,639
| – | – | 0.27% | 95 |
|
|
2020
Q3 | $2.06M | Sell |
29,639
-954
| -3% | -$66.2K | 0.31% | 81 |
|
|
2020
Q2 | $1.93M | Hold |
30,593
| – | – | 0.31% | 79 |
|
|
2020
Q1 | $1.86M | Buy |
30,593
+3,423
| +13% | +$208K | 0.36% | 77 |
|
|
2019
Q4 | $1.74M | Hold |
27,170
| – | – | 0.32% | 91 |
|
|
2019
Q3 | $1.77M | Hold |
27,170
| – | – | 0.35% | 82 |
|
|
2019
Q2 | $1.63M | Hold |
27,170
| – | – | 0.33% | 88 |
|
|
2019
Q1 | $1.53M | Buy |
27,170
+13,691
| +102% | +$769K | 0.32% | 91 |
|
|
2018
Q4 | $669K | Buy |
+13,479
| New | +$669K | 0.2% | 110 |
|