Van Hulzen Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,698
| Closed | -$1.43M | – | 336 |
|
|
2024
Q2 | $1.43M | Buy |
26,698
+498
| +2% | +$26.6K | 0.1% | 135 |
|
|
2024
Q1 | $1.41M | Hold |
26,200
| – | – | 0.09% | 141 |
|
|
2023
Q4 | $1.62M | Buy |
26,200
+5,000
| +24% | +$310K | 0.11% | 120 |
|
|
2023
Q3 | $1.21M | Sell |
21,200
-21,600
| -50% | -$1.24M | 0.09% | 137 |
|
|
2023
Q2 | $2.66M | Buy |
42,800
+2,400
| +6% | +$149K | 0.23% | 76 |
|
|
2023
Q1 | $2.72M | Buy |
40,400
+16,000
| +66% | +$1.08M | 0.26% | 77 |
|
|
2022
Q4 | $1.72M | Buy |
24,400
+500
| +2% | +$35.3K | 0.2% | 96 |
|
|
2022
Q3 | $1.53M | Buy |
+23,900
| New | +$1.53M | 0.19% | 98 |
|