Rampart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,279
| Closed | -$455K | – | 524 |
|
|
2020
Q2 | $455K | Buy |
7,279
+3,145
| +76% | +$197K | 0.08% | 271 |
|
|
2020
Q1 | $249K | Sell |
4,134
-23,464
| -85% | -$1.41M | 0.12% | 168 |
|
|
2019
Q4 | $1.75M | Sell |
27,598
-5,931
| -18% | -$377K | 0.21% | 140 |
|
|
2019
Q3 | $2.18M | Sell |
33,529
-4,263
| -11% | -$277K | 0.27% | 117 |
|
|
2019
Q2 | $2.25M | Sell |
37,792
-1,865
| -5% | -$111K | 0.27% | 115 |
|
|
2019
Q1 | $2.23M | Buy |
39,657
+564
| +1% | +$31.7K | 0.25% | 121 |
|
|
2018
Q4 | $1.93M | Buy |
39,093
+24,543
| +169% | +$1.21M | 0.54% | 49 |
|
|
2018
Q3 | $267K | Buy |
14,550
+9,398
| +182% | +$173K | 0.12% | 193 |
|
|
2018
Q2 | $235K | Sell |
5,152
-264
| -5% | -$12K | 0.02% | 432 |
|
|
2018
Q1 | $246K | Sell |
5,416
-769
| -12% | -$34.9K | 0.02% | 434 |
|
|
2017
Q4 | $298K | Sell |
6,185
-763
| -11% | -$36.8K | 0.11% | 201 |
|
|
2017
Q3 | $329K | Buy |
6,948
+362
| +5% | +$17.1K | 0.11% | 205 |
|
|
2017
Q2 | $302K | Buy |
6,586
+5,189
| +371% | +$238K | 0.11% | 216 |
|
|
2017
Q1 | $62K | Buy |
+1,397
| New | +$62K | 0.02% | 230 |
|