Telemus Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $740K | Sell |
11,954
-3,916
| -25% | -$242K | 0.06% | 187 |
|
|
2023
Q3 | $908K | Sell |
15,870
-17
| -0.1% | -$973 | 0.08% | 168 |
|
|
2023
Q2 | $988K | Sell |
15,887
-1,774
| -10% | -$110K | 0.08% | 164 |
|
|
2023
Q1 | $1.19M | Buy |
17,661
+1,509
| +9% | +$102K | 0.1% | 154 |
|
|
2022
Q4 | $1.15M | Buy |
16,152
+573
| +4% | +$40.9K | 0.11% | 160 |
|
|
2022
Q3 | $997K | Buy |
15,579
+1,706
| +12% | +$109K | 0.1% | 156 |
|
|
2022
Q2 | $982K | Buy |
13,873
+2,078
| +18% | +$147K | 0.1% | 171 |
|
|
2022
Q1 | $851K | Buy |
+11,795
| New | +$851K | 0.07% | 184 |
|