Twin Tree Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 937 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 973 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 951 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 920 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 882 |
|
2024
Q1 | – | Sell |
-45,770
| Closed | -$2.83M | – | 836 |
|
2023
Q4 | $2.83M | Sell |
45,770
-21,751
| -32% | -$1.35M | 0.01% | 290 |
|
2023
Q3 | $3.86M | Buy |
+67,521
| New | +$3.86M | 0.01% | 184 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 776 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 777 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 745 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 895 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 929 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 904 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 891 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 886 |
|
2021
Q1 | – | Sell |
-203
| Closed | -$14K | – | 876 |
|
2020
Q4 | $14K | Buy |
+203
| New | +$14K | ﹤0.01% | 474 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 842 |
|
2020
Q2 | – | Sell |
-600
| Closed | -$36K | – | 898 |
|
2020
Q1 | $36K | Buy |
+600
| New | +$36K | ﹤0.01% | 391 |
|
2019
Q2 | – | Sell |
-191
| Closed | -$11K | – | 914 |
|
2019
Q1 | $11K | Buy |
+191
| New | +$11K | ﹤0.01% | 490 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 821 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 694 |
|
2016
Q3 | – | Sell |
-6,469
| Closed | -$290K | – | 637 |
|
2016
Q2 | $290K | Sell |
6,469
-5,470
| -46% | -$245K | ﹤0.01% | 308 |
|
2016
Q1 | $499K | Buy |
+11,939
| New | +$499K | 0.01% | 229 |
|
2015
Q2 | – | Sell |
-683
| Closed | -$24K | – | 607 |
|
2015
Q1 | $24K | Buy |
+683
| New | +$24K | ﹤0.01% | 340 |
|
2014
Q2 | – | Sell |
-258
| Closed | -$8K | – | 418 |
|
2014
Q1 | $8K | Buy |
+258
| New | +$8K | ﹤0.01% | 216 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 393 |
|