Perpetual Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $224K | Hold |
3,200
| – | – | 0.03% | 198 |
|
|
2022
Q3 | $205K | Hold |
3,200
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $226K | Hold |
3,200
| – | – | 0.03% | 199 |
|
|
2022
Q1 | $231K | Hold |
3,200
| – | – | 0.03% | 216 |
|
|
2021
Q4 | $217K | Hold |
3,200
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $200K | Hold |
3,200
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $211K | Hold |
3,200
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $212K | Hold |
3,200
| – | – | 0.04% | 203 |
|
|
2020
Q4 | $210K | Buy |
+3,200
| New | +$210K | 0.03% | 214 |
|