Logan 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
Q4 | – | Sell |
-7
| Closed | -$401 | – | 527 |
|
|
2023
Q3 | $401 | Hold |
7
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $435 | Hold |
7
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $472 | Hold |
7
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $491 | Hold |
7
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 541 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 548 |
|