SFM
Stack Financial Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-194,742
| Closed | -$12.6M | – | 52 |
|
|
2019
Q3 | $12.6M | Buy |
194,742
+3,927
| +2% | +$255K | 1.5% | 26 |
|
|
2019
Q2 | $11.4M | Buy |
190,815
+1,415
| +0.7% | +$84.2K | 1.27% | 34 |
|
|
2019
Q1 | $10.6M | Buy |
189,400
+2,030
| +1% | +$114K | 1.28% | 31 |
|
|
2018
Q4 | $9.23M | Sell |
187,370
-2,105
| -1% | -$104K | 1.14% | 33 |
|
|
2018
Q3 | $8.95M | Buy |
+189,475
| New | +$8.95M | 0.97% | 43 |
|