Poehling Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,797
Closed -$173K 265
2018
Q2
$173K Buy
3,797
+1,811
+91% +$82.5K 0.15% 98
2018
Q1
$90K Sell
1,986
-825
-29% -$37.4K 0.07% 116
2017
Q4
$135K Buy
+2,811
New +$135K 0.11% 101