Capital Fund Management (CFM)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | – | Hold |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.92M | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $800K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $16.6M | Buy |
|