Neo Ivy Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,652
| Closed | -$2.1M | – | 497 |
|
|
2025
Q1 | $2.1M | Buy |
+29,652
| New | +$2.1M | 0.67% | 52 |
|
|
2023
Q3 | – | Sell |
-19,317
| Closed | -$1.2M | – | 470 |
|
|
2023
Q2 | $1.2M | Buy |
+19,317
| New | +$1.2M | 0.63% | 32 |
|
|
2022
Q4 | $550K | Buy |
7,848
+5,824
| +288% | +$408K | 0.37% | 111 |
|
|
2022
Q3 | $130K | Buy |
2,024
+1,158
| +134% | +$74.4K | 0.34% | 113 |
|
|
2022
Q2 | $61K | Buy |
+866
| New | +$61K | 0.16% | 211 |
|
|
2022
Q1 | – | Sell |
-1,178
| Closed | -$80K | – | 602 |
|
|
2021
Q4 | $80K | Buy |
+1,178
| New | +$80K | 0.11% | 243 |
|
|
2021
Q3 | – | Sell |
-2,188
| Closed | -$144K | – | 652 |
|
|
2021
Q2 | $144K | Buy |
+2,188
| New | +$144K | 0.15% | 223 |
|