Mizuho Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $184K | Sell |
4,481
-2,124
| -32% | -$87.2K | 0.04% | 310 |
|
|
2016
Q2 | $296K | Buy |
6,605
+3,285
| +99% | +$147K | 0.05% | 275 |
|
|
2016
Q1 | $116K | Sell |
3,320
-2,536
| -43% | -$88.6K | 0.03% | 320 |
|
|
2015
Q4 | $210K | Buy |
5,856
+585
| +11% | +$21K | 0.04% | 307 |
|
|
2015
Q3 | $187K | Buy |
5,271
+1,075
| +26% | +$38.1K | 0.04% | 285 |
|
|
2015
Q2 | $135K | Buy |
4,196
+876
| +26% | +$28.2K | 0.03% | 342 |
|
|
2015
Q1 | $116K | Buy |
3,320
+882
| +36% | +$30.8K | 0.03% | 320 |
|
|
2014
Q4 | $88K | Buy |
2,438
+704
| +41% | +$25.4K | 0.03% | 310 |
|
|
2014
Q3 | $53K | Buy |
1,734
+690
| +66% | +$21.1K | 0.01% | 353 |
|
|
2014
Q2 | $34K | Hold |
1,044
| – | – | 0.01% | 391 |
|
|
2014
Q1 | $32K | Buy |
1,044
+532
| +104% | +$16.3K | 0.01% | 377 |
|
|
2013
Q4 | $14K | Sell |
512
-942
| -65% | -$25.8K | ﹤0.01% | 556 |
|
|
2013
Q3 | $40K | Hold |
1,454
| – | – | 0.01% | 311 |
|
|
2013
Q2 | $41K | Buy |
+1,454
| New | +$41K | 0.01% | 297 |
|