QCMC
XEL icon

Quantum Capital Management (California)’s Xcel Energy XEL Stock Holding History

Quantum Capital Management (California)’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$130K Hold
1,898
– – 0.14% 95
2020
Q2 		$119K Hold
1,898
– – 0.07% 145
2020
Q1 		$114K Hold
1,898
– – 0.08% 162
2019
Q4 		$121K Hold
1,898
– – 0.06% 189
2019
Q3 		$123K Buy
+1,898
New +$118K 0.06% 195
2014
Q3 		– Sell
-11,001
Closed -$355K – 187
2014
Q2 		$355K Hold
11,001
– – 0.06% 151
2014
Q1 		$334K Sell
11,001
-23,532
-68% -$686K 0.05% 144
2013
Q4 		$965K Buy
34,533
+1,267
+4% +$35.8K 0.16% 107
2013
Q3 		$918K Buy
33,266
+789
+2% +$22.6K 0.18% 105
2013
Q2 		$920K Buy
+32,477
New +$970K 0.19% 102

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