OFI Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.03M | Sell |
29,117
-2,789
| -9% | -$98.8K | 0.07% | 346 |
|
|
2015
Q2 | $1.03M | Buy |
31,906
+1,987
| +7% | +$64K | 0.06% | 396 |
|
|
2015
Q1 | $1.04M | Buy |
29,919
+3,105
| +12% | +$108K | 0.06% | 371 |
|
|
2014
Q4 | $963K | Sell |
26,814
-1,771
| -6% | -$63.6K | 0.06% | 367 |
|
|
2014
Q3 | $869K | Buy |
28,585
+1,130
| +4% | +$34.4K | 0.06% | 360 |
|
|
2014
Q2 | $885K | Buy |
27,455
+1,829
| +7% | +$59K | 0.06% | 367 |
|
|
2014
Q1 | $778K | Sell |
25,626
-250
| -1% | -$7.59K | 0.06% | 377 |
|
|
2013
Q4 | $723K | Buy |
25,876
+1,988
| +8% | +$55.5K | 0.06% | 376 |
|
|
2013
Q3 | $660K | Buy |
23,888
+2,284
| +11% | +$63.1K | 0.06% | 344 |
|
|
2013
Q2 | $612K | Buy |
+21,604
| New | +$612K | 0.06% | 314 |
|