Marshall Wace North America’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.59M | Sell |
25,508
-185,380
| -88% | -$11.6M | 0.01% | 767 |
|
|
2021
Q2 | $13.9M | Buy |
+210,888
| New | +$13.9M | 0.06% | 318 |
|
|
2021
Q1 | – | Sell |
-186,798
| Closed | -$12.5M | – | 1773 |
|
|
2020
Q4 | $12.5M | Buy |
+186,798
| New | +$12.5M | 0.06% | 334 |
|
|
2020
Q3 | – | Sell |
-16,299
| Closed | -$1.02M | – | 1513 |
|
|
2020
Q2 | $1.02M | Buy |
+16,299
| New | +$1.02M | 0.01% | 753 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$4K | – | 1642 |
|
|
2019
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1246 |
|
|
2018
Q1 | – | Sell |
-15,286
| Closed | -$735K | – | 1729 |
|
|
2017
Q4 | $735K | Sell |
15,286
-177,567
| -92% | -$8.54M | ﹤0.01% | 1060 |
|
|
2017
Q3 | $9.06M | Buy |
192,853
+176,435
| +1,075% | +$8.29M | 0.06% | 389 |
|
|
2017
Q2 | $756K | Buy |
+16,418
| New | +$756K | 0.01% | 1002 |
|