AGF Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
33,719
-52,710
-61% -$3.59M 0.01% 464
2025
Q1
$6.12M Sell
86,429
-1,659
-2% -$117K 0.03% 240
2024
Q4
$5.95M Buy
88,088
+17,440
+25% +$1.18M 0.03% 249
2024
Q3
$4.61M Buy
70,648
+27,443
+64% +$1.79M 0.02% 273
2024
Q2
$2.31M Sell
43,205
-1,907
-4% -$102K 0.01% 422
2024
Q1
$2.42M Sell
45,112
-34,583
-43% -$1.86M 0.01% 396
2023
Q4
$4.93M Buy
79,695
+45,323
+132% +$2.81M 0.03% 276
2023
Q3
$1.97M Buy
+34,372
New +$1.97M 0.01% 481