Punch & Associates 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
2014
Q2
Sell
-75,913
Closed -$2.31M 179
2014
Q1
$2.31M Sell
75,913
-19,487
-20% -$592K 0.32% 127
2013
Q4
$2.67M Buy
95,400
+2,842
+3% +$79.4K 0.36% 118
2013
Q3
$2.56M Buy
92,558
+7,975
+9% +$220K 0.4% 113
2013
Q2
$2.4M Buy
+84,583
New +$2.4M 0.42% 113