National 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,327
| Closed | -$2.49M | – | 67 |
|
|
2019
Q3 | $2.49M | Sell |
38,327
-2,248
| -6% | -$146K | 2.89% | 6 |
|
|
2019
Q2 | $2.41M | Sell |
40,575
-2,303
| -5% | -$137K | 2.78% | 9 |
|
|
2019
Q1 | $2.41M | Sell |
42,878
-2,266
| -5% | -$127K | 2.64% | 9 |
|
|
2018
Q4 | $2.22M | Sell |
45,144
-1,032
| -2% | -$50.8K | 2.58% | 11 |
|
|
2018
Q3 | $2.18M | Sell |
46,176
-5,453
| -11% | -$257K | 2.14% | 14 |
|
|
2018
Q2 | $2.36M | Sell |
51,629
-682
| -1% | -$31.1K | 2.2% | 14 |
|
|
2018
Q1 | $2.38M | Sell |
52,311
-1,981
| -4% | -$90.1K | 2.22% | 15 |
|
|
2017
Q4 | $2.61M | Sell |
54,292
-3,885
| -7% | -$187K | 2.51% | 13 |
|
|
2017
Q3 | $2.75M | Sell |
58,177
-118
| -0.2% | -$5.58K | 2.83% | 9 |
|
|
2017
Q2 | $2.68M | Sell |
58,295
-3,817
| -6% | -$175K | 2.81% | 8 |
|
|
2017
Q1 | $2.76M | Buy |
62,112
+4,470
| +8% | +$199K | 2.76% | 8 |
|
|
2016
Q4 | $2.35M | Buy |
+57,642
| New | +$2.35M | 2.59% | 16 |
|
|
2013
Q3 | – | Sell |
-35,770
| Closed | -$1.01M | – | 68 |
|
|
2013
Q2 | $1.01M | Buy |
+35,770
| New | +$1.01M | 0.84% | 54 |
|