Lighthouse Investment Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-558,752
Closed -$32M 427
2023
Q3
$32M Buy
558,752
+156,532
+39% +$8.96M 1.31% 3
2023
Q2
$25M Buy
402,220
+298,473
+288% +$18.6M 1.33% 6
2023
Q1
$7M Buy
+103,747
New +$7M 0.47% 55