LNZ Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-130,000
| Closed | -$8.13M | – | 25 |
|
|
2021
Q3 | $8.13M | Buy |
+130,000
| New | +$8.13M | 11.71% | 4 |
|
|
2021
Q2 | – | Sell |
-45,000
| Closed | -$2.99M | – | 23 |
|
|
2021
Q1 | $2.99M | Sell |
45,000
-95,000
| -68% | -$6.32M | 2.43% | 11 |
|
|
2020
Q4 | $9.33M | Buy |
+140,000
| New | +$9.33M | 6.43% | 7 |
|
|
2020
Q3 | – | Sell |
-70,000
| Closed | -$4.38M | – | 27 |
|
|
2020
Q2 | $4.38M | Sell |
70,000
-140,000
| -67% | -$8.75M | 3.19% | 10 |
|
|
2020
Q1 | $12.7M | Buy |
+210,000
| New | +$12.7M | 15.44% | 3 |
|
|
2016
Q4 | – | Sell |
-350,000
| Closed | -$14.4M | – | 37 |
|
|
2016
Q3 | $14.4M | Buy |
+350,000
| New | +$14.4M | 1.47% | 18 |
|