Voya Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,412
| Closed | -$211K | – | 248 |
|
|
2023
Q4 | $211K | Buy |
+3,412
| New | +$211K | 0.03% | 219 |
|
|
2020
Q2 | – | Sell |
-6,765
| Closed | -$423K | – | 631 |
|
|
2020
Q1 | $423K | Sell |
6,765
-133
| -2% | -$8.32K | 0.02% | 376 |
|
|
2019
Q4 | $437K | Buy |
6,898
+296
| +4% | +$18.8K | 0.02% | 424 |
|
|
2019
Q3 | $432K | Buy |
6,602
+7
| +0.1% | +$458 | 0.02% | 414 |
|
|
2019
Q2 | $391K | Sell |
6,595
-1,018
| -13% | -$60.4K | 0.02% | 437 |
|
|
2019
Q1 | $428K | Sell |
7,613
-108
| -1% | -$6.07K | 0.02% | 400 |
|
|
2018
Q4 | $380K | Buy |
7,721
+207
| +3% | +$10.2K | 0.03% | 384 |
|
|
2018
Q3 | $350K | Buy |
7,514
+2,408
| +47% | +$112K | 0.02% | 449 |
|
|
2018
Q2 | $233K | Sell |
5,106
-21
| -0.4% | -$958 | 0.02% | 498 |
|
|
2018
Q1 | $232K | Buy |
5,127
+252
| +5% | +$11.4K | 0.02% | 494 |
|
|
2017
Q4 | $234K | Buy |
4,875
+632
| +15% | +$30.3K | 0.02% | 484 |
|
|
2017
Q3 | $201K | Buy |
+4,243
| New | +$201K | 0.01% | 501 |
|