Richard C. Young & Co’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-212,399
| Closed | -$7.52M | – | 82 |
|
|
2015
Q3 | $7.52M | Sell |
212,399
-73,699
| -26% | -$2.61M | 1.86% | 22 |
|
|
2015
Q2 | $9.21M | Sell |
286,098
-29,967
| -9% | -$964K | 2.08% | 15 |
|
|
2015
Q1 | $11M | Sell |
316,065
-90
| -0% | -$3.13K | 2.4% | 9 |
|
|
2014
Q4 | $11.4M | Buy |
316,155
+2,998
| +1% | +$108K | 2.4% | 6 |
|
|
2014
Q3 | $9.52M | Buy |
313,157
+2,634
| +0.8% | +$80.1K | 2.04% | 14 |
|
|
2014
Q2 | $10M | Buy |
310,523
+10,423
| +3% | +$336K | 2.03% | 14 |
|
|
2014
Q1 | $9.14M | Buy |
300,100
+12,574
| +4% | +$383K | 1.94% | 16 |
|
|
2013
Q4 | $8.03M | Buy |
287,526
+162
| +0.1% | +$4.53K | 1.74% | 24 |
|
|
2013
Q3 | $7.93M | Buy |
287,364
+5,019
| +2% | +$139K | 1.8% | 22 |
|
|
2013
Q2 | $8M | Buy |
+282,345
| New | +$8M | 1.99% | 21 |
|