Rothschild & Co Asset Management US’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $88.3M | Buy |
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|
2022
Q3 | $77.9M | Sell |
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|
2022
Q2 | $92.7M | Sell |
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|
2022
Q1 | $102M | Buy |
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|
2021
Q4 | $94.7M | Buy |
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|
2021
Q3 | $83M | Sell |
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|
2021
Q2 | $89.1M | Buy |
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|
2021
Q1 | $86M | Buy |
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|
2020
Q4 | $83.1M | Buy |
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|
2020
Q3 | $42.4M | Sell |
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|
2020
Q2 | $43.5M | Sell |
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|
2020
Q1 | $46.5M | Sell |
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|
2019
Q4 | $52.3M | Sell |
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|
2019
Q3 | $69.2M | Sell |
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|
2019
Q2 | $69.1M | Sell |
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|
2019
Q1 | $66.5M | Sell |
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|
2018
Q4 | $59M | Buy |
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|
2018
Q3 | $56M | Buy |
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|
2018
Q2 | $51.3M | Buy |
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|
2018
Q1 | $50.5M | Sell |
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|
2017
Q4 | $66.1M | Sell |
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|
2017
Q3 | $67.6M | Sell |
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|
2017
Q2 | $68.2M | Buy |
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|
2017
Q1 | $59.5M | Buy |
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|
2016
Q4 | $718K | Buy |
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|
2016
Q3 | $674K | Buy |
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|
2016
Q2 | $551K | Buy |
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|
2016
Q1 | $435K | Buy |
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|
2015
Q4 | $270K | Buy |
|