PIA
Piedmont Investment Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,021
| Closed | -$604K | – | 710 |
|
|
2020
Q1 | $604K | Buy |
10,021
+177
| +2% | +$10.7K | 0.02% | 405 |
|
|
2019
Q4 | $625K | Buy |
9,844
+1,640
| +20% | +$104K | 0.02% | 447 |
|
|
2019
Q3 | $532K | Buy |
8,204
+558
| +7% | +$36.2K | 0.02% | 494 |
|
|
2019
Q2 | $455K | Sell |
7,646
-660
| -8% | -$39.3K | 0.02% | 584 |
|
|
2019
Q1 | $467K | Buy |
8,306
+666
| +9% | +$37.4K | 0.02% | 565 |
|
|
2018
Q4 | $376K | Buy |
7,640
+2,350
| +44% | +$116K | 0.02% | 596 |
|
|
2018
Q3 | $250K | Sell |
5,290
-671
| -11% | -$31.7K | 0.01% | 874 |
|
|
2018
Q2 | $272K | Buy |
+5,961
| New | +$272K | 0.01% | 685 |
|
|
2017
Q1 | – | Sell |
-1,443
| Closed | -$58.7K | – | 639 |
|
|
2016
Q4 | $58.7K | Buy |
1,443
+1,428
| +9,520% | +$58.1K | ﹤0.01% | 425 |
|
|
2016
Q3 | $617 | Hold |
15
| – | – | ﹤0.01% | 457 |
|
|
2016
Q2 | $671 | Buy |
+15
| New | +$671 | ﹤0.01% | 398 |
|
|
2014
Q1 | – | Sell |
-48,747
| Closed | -$1.36M | – | 349 |
|
|
2013
Q4 | $1.36M | Sell |
48,747
-1,155,480
| -96% | -$32.3M | 0.07% | 118 |
|
|
2013
Q3 | $33.2M | Sell |
1,204,227
-228,990
| -16% | -$6.32M | 1.74% | 28 |
|
|
2013
Q2 | $40.6M | Buy |
+1,433,217
| New | +$40.6M | 1.82% | 25 |
|