RegentAtlantic Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.23M | Buy |
50,430
+23,701
| +89% | +$1.52M | 0.1% | 145 |
|
|
2022
Q2 | $1.89M | Sell |
26,729
-95
| -0.4% | -$6.72K | 0.06% | 217 |
|
|
2022
Q1 | $1.94M | Buy |
26,824
+775
| +3% | +$55.9K | 0.05% | 228 |
|
|
2021
Q4 | $1.76M | Buy |
26,049
+409
| +2% | +$27.7K | 0.05% | 236 |
|
|
2021
Q3 | $1.6M | Buy |
25,640
+1,222
| +5% | +$76.4K | 0.05% | 236 |
|
|
2021
Q2 | $1.61M | Buy |
24,418
+456
| +2% | +$30K | 0.05% | 231 |
|
|
2021
Q1 | $1.59M | Buy |
23,962
+1,796
| +8% | +$119K | 0.05% | 213 |
|
|
2020
Q4 | $1.48M | Sell |
22,166
-23,100
| -51% | -$1.54M | 0.06% | 203 |
|
|
2020
Q3 | $3.12M | Buy |
45,266
+21,907
| +94% | +$1.51M | 0.14% | 124 |
|
|
2020
Q2 | $1.46M | Buy |
23,359
+1,255
| +6% | +$78.4K | 0.08% | 182 |
|
|
2020
Q1 | $1.33M | Sell |
22,104
-3,639
| -14% | -$219K | 0.1% | 180 |
|
|
2019
Q4 | $1.63M | Sell |
25,743
-576
| -2% | -$36.6K | 0.1% | 189 |
|
|
2019
Q3 | $1.71M | Sell |
26,319
-327
| -1% | -$21.2K | 0.11% | 178 |
|
|
2019
Q2 | $1.59M | Sell |
26,646
-1,485
| -5% | -$88.3K | 0.11% | 187 |
|
|
2019
Q1 | $1.58M | Buy |
28,131
+280
| +1% | +$15.7K | 0.11% | 181 |
|
|
2018
Q4 | $1.37M | Sell |
27,851
-479
| -2% | -$23.6K | 0.12% | 184 |
|
|
2018
Q3 | $1.34M | Sell |
28,330
-214
| -0.7% | -$10.1K | 0.1% | 192 |
|
|
2018
Q2 | $1.3M | Sell |
28,544
-741
| -3% | -$33.9K | 0.11% | 182 |
|
|
2018
Q1 | $1.33M | Sell |
29,285
-6,215
| -18% | -$283K | 0.11% | 191 |
|
|
2017
Q4 | $1.71M | Sell |
35,500
-4,839
| -12% | -$233K | 0.14% | 164 |
|
|
2017
Q3 | $1.91M | Buy |
40,339
+275
| +0.7% | +$13K | 0.17% | 145 |
|
|
2017
Q2 | $1.84M | Buy |
40,064
+1,371
| +4% | +$62.9K | 0.17% | 145 |
|
|
2017
Q1 | $1.72M | Buy |
38,693
+8,492
| +28% | +$377K | 0.16% | 149 |
|
|
2016
Q4 | $1.23M | Buy |
30,201
+2,611
| +9% | +$106K | 0.12% | 177 |
|
|
2016
Q3 | $1.14M | Buy |
27,590
+72
| +0.3% | +$2.96K | 0.12% | 174 |
|
|
2016
Q2 | $1.23M | Sell |
27,518
-2,150
| -7% | -$96.3K | 0.12% | 161 |
|
|
2016
Q1 | $1.24M | Sell |
29,668
-600
| -2% | -$25.1K | 0.14% | 152 |
|
|
2015
Q4 | $1.09M | Sell |
30,268
-2,197
| -7% | -$78.9K | 0.12% | 176 |
|
|
2015
Q3 | $1.15M | Sell |
32,465
-3,375
| -9% | -$120K | 0.11% | 174 |
|
|
2015
Q2 | $1.15M | Sell |
35,840
-1,354
| -4% | -$43.6K | 0.1% | 174 |
|
|
2015
Q1 | $1.3M | Sell |
37,194
-2,669
| -7% | -$92.9K | 0.11% | 163 |
|
|
2014
Q4 | $1.43M | Sell |
39,863
-2,515
| -6% | -$90.3K | 0.12% | 158 |
|
|
2014
Q3 | $1.29M | Buy |
42,378
+1,055
| +3% | +$32.1K | 0.12% | 156 |
|
|
2014
Q2 | $1.33M | Buy |
41,323
+2,885
| +8% | +$93K | 0.12% | 155 |
|
|
2014
Q1 | $1.17M | Sell |
38,438
-1,140
| -3% | -$34.6K | 0.11% | 160 |
|
|
2013
Q4 | $1.11M | Buy |
39,578
+9,172
| +30% | +$256K | 0.11% | 166 |
|
|
2013
Q3 | $840K | Buy |
30,406
+20,756
| +215% | +$573K | 0.09% | 175 |
|
|
2013
Q2 | $273K | Buy |
+9,650
| New | +$273K | 0.03% | 282 |
|