Versor Investments’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 |
-6,177
| Closed | -$330K | – | 1012 |
|
|
2024
Q2 | $330K | Sell |
6,177
-16,241
| -72% | -$867K | 0.06% | 479 |
|
|
2024
Q1 | $1.2M | Buy |
22,418
+12,462
| +125% | +$670K | 0.24% | 101 |
|
|
2023
Q4 | $616K | Buy |
9,956
+1,067
| +12% | +$66.1K | 0.13% | 271 |
|
|
2023
Q3 | $509K | Buy |
+8,889
| New | +$509K | 0.1% | 303 |
|
|
2019
Q4 | – | Sell |
-6,600
| Closed | -$428K | – | 382 |
|
|
2019
Q3 | $428K | Buy |
6,600
+2,600
| +65% | +$169K | 0.03% | 231 |
|
|
2019
Q2 | $238K | Buy |
+4,000
| New | +$238K | 0.02% | 262 |
|