Morningstar Investment Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,685
| Closed | -$414K | – | 418 |
|
|
2023
Q4 | $414K | Buy |
+6,685
| New | +$414K | ﹤0.01% | 308 |
|
|
2014
Q4 | – | Sell |
-299,242
| Closed | -$9.1M | – | 230 |
|
|
2014
Q3 | $9.1M | Buy |
299,242
+12,095
| +4% | +$368K | 0.47% | 63 |
|
|
2014
Q2 | $9.26M | Buy |
287,147
+14,464
| +5% | +$466K | 0.54% | 53 |
|
|
2014
Q1 | $8.28M | Buy |
272,683
+15,306
| +6% | +$465K | 0.57% | 51 |
|
|
2013
Q4 | $7.19M | Buy |
+257,377
| New | +$7.19M | 0.54% | 52 |
|