Whitnell & Co’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $77K | Hold |
1,211
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $79K | Hold |
1,211
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $72K | Hold |
1,211
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $68K | Hold |
1,211
| – | – | 0.03% | 176 |
|
|
2018
Q4 | $60K | Hold |
1,211
| – | – | 0.03% | 177 |
|
|
2018
Q3 | $57K | Hold |
1,211
| – | – | 0.02% | 178 |
|
|
2018
Q2 | $55K | Hold |
1,211
| – | – | 0.02% | 173 |
|
|
2018
Q1 | $55K | Hold |
1,211
| – | – | 0.02% | 177 |
|
|
2017
Q4 | $58K | Hold |
1,211
| – | – | 0.02% | 171 |
|
|
2017
Q3 | $57K | Hold |
1,211
| – | – | 0.02% | 173 |
|
|
2017
Q2 | $56K | Hold |
1,211
| – | – | 0.02% | 170 |
|
|
2017
Q1 | $54K | Hold |
1,211
| – | – | 0.02% | 176 |
|
|
2016
Q4 | $49K | Hold |
1,211
| – | – | 0.02% | 182 |
|
|
2016
Q3 | $50K | Hold |
1,211
| – | – | 0.02% | 182 |
|
|
2016
Q2 | $54K | Hold |
1,211
| – | – | 0.02% | 188 |
|
|
2016
Q1 | $51K | Hold |
1,211
| – | – | 0.02% | 187 |
|
|
2015
Q4 | $43K | Hold |
1,211
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $43K | Hold |
1,211
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $39K | Hold |
1,211
| – | – | 0.01% | 193 |
|
|
2015
Q1 | $42K | Sell |
1,211
-2,500
| -67% | -$86.7K | 0.02% | 186 |
|
|
2014
Q4 | $133K | Hold |
3,711
| – | – | 0.05% | 147 |
|
|
2014
Q3 | $113K | Sell |
3,711
-270
| -7% | -$8.22K | 0.05% | 159 |
|
|
2014
Q2 | $128K | Hold |
3,981
| – | – | 0.06% | 149 |
|
|
2014
Q1 | $121K | Buy |
3,981
+270
| +7% | +$8.21K | 0.06% | 149 |
|
|
2013
Q4 | $104K | Hold |
3,711
| – | – | 0.05% | 155 |
|
|
2013
Q3 | $102K | Hold |
3,711
| – | – | 0.05% | 153 |
|
|
2013
Q2 | $105K | Buy |
+3,711
| New | +$105K | 0.05% | 150 |
|