Zurich Insurance Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-662,755
| Closed | -$35.6M | – | 262 |
|
|
2024
Q1 | $35.6M | Buy |
+662,755
| New | +$35.6M | 0.33% | 88 |
|
|
2020
Q4 | – | Sell |
-23,700
| Closed | -$1.64M | – | 234 |
|
|
2020
Q3 | $1.64M | Hold |
23,700
| – | – | 0.03% | 117 |
|
|
2020
Q2 | $1.48M | Hold |
23,700
| – | – | 0.03% | 123 |
|
|
2020
Q1 | $1.43M | Hold |
23,700
| – | – | 0.03% | 118 |
|
|
2019
Q4 | $1.51M | Sell |
23,700
-93,345
| -80% | -$5.93M | 0.03% | 155 |
|
|
2019
Q3 | $7.6M | Sell |
117,045
-64,154
| -35% | -$4.16M | 0.14% | 178 |
|
|
2019
Q2 | $10.8M | Buy |
181,199
+157,499
| +665% | +$9.37M | 0.21% | 137 |
|
|
2019
Q1 | $1.33M | Hold |
23,700
| – | – | 0.03% | 302 |
|
|
2018
Q4 | $1.17M | Hold |
23,700
| – | – | 0.03% | 286 |
|
|
2018
Q3 | $1.12M | Sell |
23,700
-29,000
| -55% | -$1.37M | 0.02% | 355 |
|
|
2018
Q2 | $2.41M | Hold |
52,700
| – | – | 0.05% | 312 |
|
|
2018
Q1 | $2.4M | Sell |
52,700
-58,188
| -52% | -$2.65M | 0.06% | 356 |
|
|
2017
Q4 | $5.34M | Buy |
110,888
+34,057
| +44% | +$1.64M | 0.12% | 196 |
|
|
2017
Q3 | $3.64M | Sell |
76,831
-13,819
| -15% | -$654K | 0.1% | 236 |
|
|
2017
Q2 | $4.16M | Sell |
90,650
-1,760
| -2% | -$80.7K | 0.12% | 213 |
|
|
2017
Q1 | $4.11M | Sell |
92,410
-52,234
| -36% | -$2.32M | 0.12% | 219 |
|
|
2016
Q4 | $5.89M | Buy |
+144,644
| New | +$5.89M | 0.19% | 132 |
|