Personal Capital Advisors’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 | $14.4M | Buy |
205,233
+2,465
| +1% | +$173K | 0.07% | 147 |
|
|
2022
Q3 | $13M | Buy |
202,768
+1,516
| +0.8% | +$97K | 0.07% | 140 |
|
|
2022
Q2 | $14.2M | Buy |
201,252
+1,021
| +0.5% | +$72.2K | 0.07% | 137 |
|
|
2022
Q1 | $14.5M | Buy |
200,231
+12,655
| +7% | +$913K | 0.07% | 139 |
|
|
2021
Q4 | $12.7M | Buy |
187,576
+19,932
| +12% | +$1.35M | 0.06% | 159 |
|
|
2021
Q3 | $10.5M | Buy |
167,644
+17,394
| +12% | +$1.09M | 0.05% | 168 |
|
|
2021
Q2 | $9.9M | Buy |
150,250
+25,528
| +20% | +$1.68M | 0.05% | 171 |
|
|
2021
Q1 | $8.3M | Buy |
124,722
+25,931
| +26% | +$1.72M | 0.05% | 178 |
|
|
2020
Q4 | $6.59M | Buy |
98,791
+16,118
| +19% | +$1.07M | 0.04% | 174 |
|
|
2020
Q3 | $5.71M | Buy |
82,673
+9,423
| +13% | +$650K | 0.04% | 164 |
|
|
2020
Q2 | $4.58M | Buy |
73,250
+8,281
| +13% | +$518K | 0.04% | 164 |
|
|
2020
Q1 | $3.96M | Buy |
64,969
+6,094
| +10% | +$371K | 0.04% | 169 |
|
|
2019
Q4 | $3.74M | Buy |
58,875
+10,138
| +21% | +$644K | 0.03% | 181 |
|
|
2019
Q3 | $3.16M | Buy |
48,737
+3,962
| +9% | +$257K | 0.03% | 172 |
|
|
2019
Q2 | $2.66M | Buy |
44,775
+7,756
| +21% | +$461K | 0.03% | 172 |
|
|
2019
Q1 | $2.08M | Buy |
37,019
+7,388
| +25% | +$415K | 0.02% | 177 |
|
|
2018
Q4 | $1.46M | Buy |
29,631
+6,421
| +28% | +$316K | 0.02% | 177 |
|
|
2018
Q3 | $1.1M | Buy |
23,210
+7,620
| +49% | +$360K | 0.01% | 181 |
|
|
2018
Q2 | $712K | Buy |
15,590
+9,495
| +156% | +$434K | 0.01% | 188 |
|
|
2018
Q1 | $277K | Buy |
+6,095
| New | +$277K | ﹤0.01% | 228 |
|