Bank of Montreal’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 | $43.5M | Sell |
638,607
-68,507
| -10% | -$4.67M | 0.02% | 439 |
|
|
2025
Q1 | $50.1M | Sell |
707,114
-171,543
| -20% | -$12.1M | 0.02% | 396 |
|
|
2024
Q4 | $59.3M | Sell |
878,657
-50,912
| -5% | -$3.44M | 0.03% | 380 |
|
|
2024
Q3 | $60M | Sell |
929,569
-224,007
| -19% | -$14.5M | 0.03% | 392 |
|
|
2024
Q2 | $63.5M | Buy |
1,153,576
+368,977
| +47% | +$20.3M | 0.02% | 372 |
|
|
2024
Q1 | $45.4M | Sell |
784,599
-109,458
| -12% | -$6.33M | 0.01% | 446 |
|
|
2023
Q4 | $55.7M | Sell |
894,057
-82,537
| -8% | -$5.14M | 0.02% | 403 |
|
|
2023
Q3 | $57.1M | Buy |
976,594
+439,131
| +82% | +$25.7M | 0.02% | 350 |
|
|
2023
Q2 | $34.7M | Sell |
537,463
-22,962
| -4% | -$1.48M | 0.01% | 471 |
|
|
2023
Q1 | $37.8M | Sell |
560,425
-271,012
| -33% | -$18.3M | 0.02% | 430 |
|
|
2022
Q4 | $58.7M | Buy |
831,437
+186,320
| +29% | +$13.1M | 0.03% | 315 |
|
|
2022
Q3 | $48.6K | Buy |
645,117
+77,032
| +14% | +$5.81K | 0.02% | 333 |
|
|
2022
Q2 | $39.9K | Sell |
568,085
-38,733
| -6% | -$2.72K | 0.02% | 427 |
|
|
2022
Q1 | $43.9M | Sell |
606,818
-22,955
| -4% | -$1.66M | 0.02% | 423 |
|
|
2021
Q4 | $43M | Sell |
629,773
-238,366
| -27% | -$16.3M | 0.02% | 469 |
|
|
2021
Q3 | $54.7M | Sell |
868,139
-398,499
| -31% | -$25.1M | 0.03% | 480 |
|
|
2021
Q2 | $83.6M | Buy |
1,266,638
+558,435
| +79% | +$36.8M | 0.04% | 336 |
|
|
2021
Q1 | $48M | Sell |
708,203
-125,627
| -15% | -$8.51M | 0.03% | 378 |
|
|
2020
Q4 | $53.7M | Buy |
833,830
+164,405
| +25% | +$10.6M | 0.04% | 373 |
|
|
2020
Q3 | $48.5M | Sell |
669,425
-82,130
| -11% | -$5.95M | 0.04% | 326 |
|
|
2020
Q2 | $47.5M | Buy |
751,555
+17,829
| +2% | +$1.13M | 0.04% | 317 |
|
|
2020
Q1 | $44.3M | Sell |
733,726
-517,887
| -41% | -$31.3M | 0.05% | 280 |
|
|
2019
Q4 | $79.5M | Buy |
1,251,613
+477,271
| +62% | +$30.3M | 0.06% | 282 |
|
|
2019
Q3 | $50.2M | Buy |
774,342
+102,230
| +15% | +$6.63M | 0.04% | 342 |
|
|
2019
Q2 | $40M | Buy |
672,112
+5,948
| +0.9% | +$354K | 0.03% | 408 |
|
|
2019
Q1 | $37.4M | Sell |
666,164
-14,371
| -2% | -$808K | 0.03% | 403 |
|
|
2018
Q4 | $33.5M | Sell |
680,535
-148,935
| -18% | -$7.34M | 0.03% | 408 |
|
|
2018
Q3 | $39.2M | Buy |
829,470
+109,389
| +15% | +$5.16M | 0.03% | 409 |
|
|
2018
Q2 | $32.9M | Buy |
720,081
+77,128
| +12% | +$3.52M | 0.03% | 433 |
|
|
2018
Q1 | $29.2M | Sell |
642,953
-13,603
| -2% | -$619K | 0.03% | 479 |
|
|
2017
Q4 | $31.6M | Sell |
656,556
-130,073
| -17% | -$6.26M | 0.03% | 455 |
|
|
2017
Q3 | $37.2M | Buy |
786,629
+46,442
| +6% | +$2.2M | 0.03% | 407 |
|
|
2017
Q2 | $34M | Sell |
740,187
-47,664
| -6% | -$2.19M | 0.03% | 426 |
|
|
2017
Q1 | $35M | Buy |
787,851
+72,241
| +10% | +$3.21M | 0.03% | 394 |
|
|
2016
Q4 | $27.9M | Sell |
715,610
-13,028
| -2% | -$508K | 0.03% | 423 |
|
|
2016
Q3 | $30M | Buy |
728,638
+90,176
| +14% | +$3.71M | 0.03% | 412 |
|
|
2016
Q2 | $28.6M | Buy |
638,462
+71,208
| +13% | +$3.19M | 0.03% | 419 |
|
|
2016
Q1 | $23.7M | Buy |
567,254
+17,820
| +3% | +$745K | 0.03% | 419 |
|
|
2015
Q4 | $19.7M | Buy |
549,434
+50,433
| +10% | +$1.81M | 0.02% | 468 |
|
|
2015
Q3 | $17.7M | Sell |
499,001
-389
| -0.1% | -$13.8K | 0.02% | 476 |
|
|
2015
Q2 | $16.1M | Buy |
499,390
+14,156
| +3% | +$456K | 0.02% | 574 |
|
|
2015
Q1 | $16.9M | Buy |
485,234
+79,487
| +20% | +$2.77M | 0.02% | 551 |
|
|
2014
Q4 | $14.6M | Buy |
405,747
+230,364
| +131% | +$8.27M | 0.02% | 578 |
|
|
2014
Q3 | $5.33M | Sell |
175,383
-7,871
| -4% | -$239K | 0.01% | 914 |
|
|
2014
Q2 | $5.91M | Buy |
183,254
+43,116
| +31% | +$1.39M | 0.01% | 875 |
|
|
2014
Q1 | $4.25M | Buy |
140,138
+19,747
| +16% | +$599K | 0.01% | 829 |
|
|
2013
Q4 | $3.36M | Buy |
120,391
+2,801
| +2% | +$78.2K | ﹤0.01% | 877 |
|
|
2013
Q3 | $3.25M | Buy |
117,590
+13,575
| +13% | +$375K | 0.01% | 832 |
|
|
2013
Q2 | $2.95M | Buy |
+104,015
| New | +$2.95M | 0.01% | 827 |
|