Petrus Trust Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,541
| Closed | -$830K | – | 771 |
|
|
2024
Q2 | $830K | Buy |
15,541
+3,693
| +31% | +$197K | 0.08% | 63 |
|
|
2024
Q1 | $637K | Buy |
+11,848
| New | +$637K | 0.06% | 119 |
|
|
2023
Q2 | – | Sell |
-7,176
| Closed | -$484K | – | 764 |
|
|
2023
Q1 | $484K | Buy |
+7,176
| New | +$484K | 0.06% | 109 |
|