Virtus Investment Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,307
| Closed | -$212K | – | 381 |
|
|
2022
Q3 | $212K | Buy |
+3,307
| New | +$212K | 0.1% | 193 |
|
|
2017
Q4 | – | Sell |
-10,056
| Closed | -$476K | – | 533 |
|
|
2017
Q3 | $476K | Sell |
10,056
-1,549
| -13% | -$73.3K | 0.05% | 321 |
|
|
2017
Q2 | $532K | Sell |
11,605
-1,563
| -12% | -$71.7K | 0.05% | 317 |
|
|
2017
Q1 | $585K | Sell |
13,168
-1,818
| -12% | -$80.8K | 0.05% | 309 |
|
|
2016
Q4 | $610K | Sell |
14,986
-69,971
| -82% | -$2.85M | 0.05% | 337 |
|
|
2016
Q3 | $3.5M | Buy |
+84,957
| New | +$3.5M | 0.22% | 155 |
|