Rehmann Capital Advisory Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,119
| Closed | -$475K | – | 532 |
|
|
2020
Q4 | $475K | Buy |
7,119
+3,948
| +125% | +$263K | 0.05% | 276 |
|
|
2020
Q3 | $219K | Buy |
+3,171
| New | +$219K | 0.03% | 385 |
|
|
2019
Q3 | $436K | Buy |
6,723
+2,716
| +68% | +$176K | 0.05% | 182 |
|
|
2019
Q2 | $238K | Buy |
4,007
+17
| +0.4% | +$1.01K | 0.03% | 401 |
|
|
2019
Q1 | $224K | Buy |
3,990
+3
| +0.1% | +$169 | 0.03% | 382 |
|
|
2018
Q4 | $196K | Sell |
3,987
-35
| -0.9% | -$1.72K | 0.03% | 253 |
|
|
2018
Q3 | $190K | Sell |
4,022
-52
| -1% | -$2.46K | 0.03% | 411 |
|
|
2018
Q2 | $186K | Sell |
4,074
-146
| -3% | -$6.67K | 0.03% | 396 |
|
|
2018
Q1 | $192K | Sell |
4,220
-3,105
| -42% | -$141K | 0.03% | 384 |
|
|
2017
Q4 | $352K | Buy |
+7,325
| New | +$352K | 0.06% | 248 |
|
|
2017
Q3 | – | Sell |
-8,923
| Closed | -$409K | – | 399 |
|
|
2017
Q2 | $409K | Buy |
8,923
+3,297
| +59% | +$151K | 0.08% | 199 |
|
|
2017
Q1 | $250K | Sell |
5,626
-135
| -2% | -$6K | 0.04% | 315 |
|
|
2016
Q4 | $234K | Sell |
5,761
-348
| -6% | -$14.1K | 0.04% | 329 |
|
|
2016
Q3 | $251K | Sell |
6,109
-16
| -0.3% | -$657 | 0.05% | 294 |
|
|
2016
Q2 | $274K | Sell |
6,125
-4,246
| -41% | -$190K | 0.05% | 271 |
|
|
2016
Q1 | $434K | Buy |
10,371
+4,366
| +73% | +$183K | 0.08% | 185 |
|
|
2015
Q4 | $216K | Buy |
6,005
+192
| +3% | +$6.91K | 0.05% | 307 |
|
|
2015
Q3 | $206K | Buy |
+5,813
| New | +$206K | 0.05% | 296 |
|