MQS 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
Q3 | – | Sell |
-6,348
| Closed | -$395K | – | 640 |
|
|
2023
Q2 | $395K | Buy |
6,348
+506
| +9% | +$31.5K | 0.27% | 138 |
|
|
2023
Q1 | $394K | Buy |
+5,842
| New | +$394K | 0.25% | 156 |
|
|
2022
Q2 | – | Sell |
-7,045
| Closed | -$508K | – | 569 |
|
|
2022
Q1 | $508K | Buy |
7,045
+3,634
| +107% | +$262K | 0.41% | 66 |
|
|
2021
Q4 | $231K | Buy |
+3,411
| New | +$231K | 0.37% | 138 |
|