Regency 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,703
| Closed | -$470K | – | 41 |
|
|
2022
Q4 | $470K | Sell |
6,703
-1,887
| -22% | -$132K | 0.54% | 26 |
|
|
2022
Q3 | $550K | Sell |
8,590
-15
| -0.2% | -$960 | 0.67% | 30 |
|
|
2022
Q2 | $609K | Sell |
8,605
-24,548
| -74% | -$1.74M | 0.66% | 26 |
|
|
2022
Q1 | $2.39M | Buy |
33,153
+2,622
| +9% | +$189K | 1.74% | 26 |
|
|
2021
Q4 | $2.07M | Buy |
+30,531
| New | +$2.07M | 1.31% | 28 |
|