LS Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,390
| Closed | -$1.36M | – | 739 |
|
|
2021
Q1 | $1.36M | Sell |
20,390
-8,569
| -30% | -$570K | 0.08% | 196 |
|
|
2020
Q4 | $1.93M | Sell |
28,959
-540
| -2% | -$36K | 0.1% | 174 |
|
|
2020
Q3 | $2.04M | Buy |
29,499
+658
| +2% | +$45.4K | 0.12% | 167 |
|
|
2020
Q2 | $1.8M | Sell |
28,841
-5,530
| -16% | -$346K | 0.11% | 169 |
|
|
2020
Q1 | $2.07M | Sell |
34,371
-3,831
| -10% | -$231K | 0.15% | 145 |
|
|
2019
Q4 | $2.43M | Buy |
38,202
+284
| +0.7% | +$18K | 0.13% | 163 |
|
|
2019
Q3 | $2.46M | Sell |
37,918
-346
| -0.9% | -$22.4K | 0.14% | 148 |
|
|
2019
Q2 | $2.28M | Sell |
38,264
-611
| -2% | -$36.3K | 0.14% | 153 |
|
|
2019
Q1 | $2.19M | Sell |
38,875
-2,305
| -6% | -$130K | 0.14% | 154 |
|
|
2018
Q4 | $2.03M | Sell |
41,180
-5,160
| -11% | -$254K | 0.14% | 151 |
|
|
2018
Q3 | $2.19M | Sell |
46,340
-6,248
| -12% | -$295K | 0.13% | 156 |
|
|
2018
Q2 | $2.4M | Sell |
52,588
-2,079
| -4% | -$95K | 0.14% | 148 |
|
|
2018
Q1 | $2.49M | Buy |
54,667
+7,716
| +16% | +$351K | 0.15% | 145 |
|
|
2017
Q4 | $2.26M | Buy |
46,951
+779
| +2% | +$37.5K | 0.13% | 152 |
|
|
2017
Q3 | $2.19M | Sell |
46,172
-1,959
| -4% | -$92.7K | 0.13% | 153 |
|
|
2017
Q2 | $2.21M | Sell |
48,131
-272
| -0.6% | -$12.5K | 0.13% | 153 |
|
|
2017
Q1 | $2.15M | Sell |
48,403
-3,342
| -6% | -$149K | 0.14% | 151 |
|
|
2016
Q4 | $2.11M | Buy |
51,745
+2,531
| +5% | +$103K | 0.15% | 141 |
|
|
2016
Q3 | $2.03M | Sell |
49,214
-3,275
| -6% | -$135K | 0.15% | 137 |
|
|
2016
Q2 | $2.35M | Buy |
52,489
+4,106
| +8% | +$184K | 0.16% | 128 |
|
|
2016
Q1 | $2.02M | Sell |
48,383
-739
| -2% | -$30.9K | 0.15% | 135 |
|
|
2015
Q4 | $1.76M | Buy |
49,122
+22,385
| +84% | +$804K | 0.14% | 141 |
|
|
2015
Q3 | $947K | Buy |
26,737
+1,361
| +5% | +$48.2K | 0.08% | 227 |
|
|
2015
Q2 | $817K | Sell |
25,376
-34,577
| -58% | -$1.11M | 0.06% | 250 |
|
|
2015
Q1 | $2.09M | Buy |
59,953
+3,429
| +6% | +$119K | 0.16% | 136 |
|
|
2014
Q4 | $2.03M | Sell |
56,524
-1,572
| -3% | -$56.5K | 0.16% | 131 |
|
|
2014
Q3 | $1.77M | Sell |
58,096
-898
| -2% | -$27.3K | 0.15% | 136 |
|
|
2014
Q2 | $1.9M | Sell |
58,994
-1,045
| -2% | -$33.7K | 0.16% | 127 |
|
|
2014
Q1 | $1.82M | Buy |
60,039
+4,183
| +7% | +$127K | 0.15% | 136 |
|
|
2013
Q4 | $1.56M | Buy |
55,856
+26,515
| +90% | +$741K | 0.14% | 130 |
|
|
2013
Q3 | $810K | Buy |
29,341
+7,725
| +36% | +$213K | 0.1% | 151 |
|
|
2013
Q2 | $613K | Buy |
+21,616
| New | +$613K | 0.08% | 146 |
|