Nuveen Fund Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,084
| Closed | -$324K | – | 164 |
|
|
2018
Q2 | $324K | Sell |
7,084
-3,335
| -32% | -$153K | 0.4% | 100 |
|
|
2018
Q1 | $474K | Sell |
10,419
-1,310
| -11% | -$59.6K | 0.22% | 143 |
|
|
2017
Q4 | $564K | Sell |
11,729
-2,666
| -19% | -$128K | 0.16% | 160 |
|
|
2017
Q3 | $681K | Sell |
14,395
-1,666
| -10% | -$78.8K | 0.14% | 186 |
|
|
2017
Q2 | $737K | Buy |
16,061
+570
| +4% | +$26.2K | 0.12% | 211 |
|
|
2017
Q1 | $689K | Buy |
15,491
+2
| +0% | +$89 | 0.09% | 248 |
|
|
2016
Q4 | $630K | Buy |
15,489
+2,241
| +17% | +$91.2K | 0.09% | 253 |
|
|
2016
Q3 | $545K | Buy |
13,248
+4,021
| +44% | +$165K | 0.08% | 280 |
|
|
2016
Q2 | $413K | Buy |
+9,227
| New | +$413K | 0.06% | 298 |
|