Banque Cantonale Vaudoise’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 | $722K | Buy |
10,597
+587
| +6% | +$40K | 0.03% | 408 |
|
|
2025
Q1 | $709K | Buy |
+10,010
| New | +$709K | 0.03% | 411 |
|
|
2024
Q3 | $462K | Buy |
+7,076
| New | +$462K | 0.02% | 398 |
|
|
2024
Q2 | – | Sell |
-882
| Closed | -$47K | – | 1064 |
|
|
2024
Q1 | $47K | Sell |
882
-340
| -28% | -$18.1K | ﹤0.01% | 797 |
|
|
2023
Q4 | $76K | Hold |
1,222
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $70K | Sell |
1,222
-201
| -14% | -$11.5K | ﹤0.01% | 908 |
|
|
2023
Q2 | $88K | Sell |
1,423
-17,487
| -92% | -$1.08M | ﹤0.01% | 881 |
|
|
2023
Q1 | $1.28M | Sell |
18,910
-2,766
| -13% | -$187K | 0.06% | 266 |
|
|
2022
Q4 | $1.52M | Sell |
21,676
-10,182
| -32% | -$714K | 0.08% | 228 |
|
|
2022
Q3 | $2.04M | Hold |
31,858
| – | – | 0.12% | 170 |
|
|
2022
Q2 | $2.26M | Buy |
31,858
+9,300
| +41% | +$658K | 0.12% | 162 |
|
|
2022
Q1 | $1.63M | Sell |
22,558
-37,653
| -63% | -$2.72M | 0.07% | 270 |
|
|
2021
Q4 | $4.08M | Sell |
60,211
-1,600
| -3% | -$108K | 0.16% | 127 |
|
|
2021
Q3 | $3.86M | Buy |
61,811
+766
| +1% | +$47.9K | 0.17% | 115 |
|
|
2021
Q2 | $4.02M | Sell |
61,045
-15,673
| -20% | -$1.03M | 0.18% | 115 |
|
|
2021
Q1 | $5.1M | Buy |
76,718
+9,200
| +14% | +$612K | 0.26% | 76 |
|
|
2020
Q4 | $4.5M | Sell |
67,518
-1,729
| -2% | -$115K | 0.25% | 82 |
|
|
2020
Q3 | $4.78M | Sell |
69,247
-2,500
| -3% | -$172K | 0.31% | 60 |
|
|
2020
Q2 | $4.49M | Buy |
71,747
+44,000
| +159% | +$2.75M | 0.33% | 60 |
|
|
2020
Q1 | $1.67M | Buy |
27,747
+5,400
| +24% | +$326K | 0.14% | 152 |
|
|
2019
Q4 | $1.42M | Buy |
+22,347
| New | +$1.42M | 0.1% | 234 |
|