Lewis Capital Management’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 | $352K | Sell |
6,160
-142
| -2% | -$8.13K | 0.55% | 38 |
|
|
2023
Q2 | $392K | Hold |
6,302
| – | – | 0.56% | 38 |
|
|
2023
Q1 | $425K | Hold |
6,302
| – | – | 0.64% | 36 |
|
|
2022
Q4 | $442K | Sell |
6,302
-2,140
| -25% | -$150K | 0.68% | 38 |
|
|
2022
Q3 | $540K | Hold |
8,442
| – | – | 0.83% | 32 |
|
|
2022
Q2 | $597K | Hold |
8,442
| – | – | 0.85% | 29 |
|
|
2022
Q1 | $609K | Hold |
8,442
| – | – | 0.69% | 34 |
|
|
2021
Q4 | $572K | Buy |
+8,442
| New | +$572K | 0.6% | 38 |
|