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 |
|