CI Investments Inc’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 | $1.1M | Buy |
16,202
+2,808
| +21% | +$191K | ﹤0.01% | 423 |
|
|
2025
Q1 | $948K | Buy |
13,394
+9,793
| +272% | +$693K | ﹤0.01% | 432 |
|
|
2024
Q4 | $243K | Buy |
3,601
+144
| +4% | +$9.72K | ﹤0.01% | 673 |
|
|
2024
Q3 | $226K | Sell |
3,457
-1,554
| -31% | -$102K | ﹤0.01% | 629 |
|
|
2024
Q2 | $268K | Buy |
5,011
+531
| +12% | +$28.4K | ﹤0.01% | 571 |
|
|
2024
Q1 | $241K | Buy |
4,480
+1,236
| +38% | +$66.5K | ﹤0.01% | 638 |
|
|
2023
Q4 | $201K | Buy |
3,244
+426
| +15% | +$26.4K | ﹤0.01% | 641 |
|
|
2023
Q3 | $161K | Sell |
2,818
-443
| -14% | -$25.3K | ﹤0.01% | 699 |
|
|
2023
Q2 | $203K | Buy |
3,261
+744
| +30% | +$46.3K | ﹤0.01% | 628 |
|
|
2023
Q1 | $170K | Buy |
2,517
+975
| +63% | +$65.9K | ﹤0.01% | 616 |
|
|
2022
Q4 | $108K | Buy |
1,542
+814
| +112% | +$57K | ﹤0.01% | 725 |
|
|
2022
Q3 | $47K | Buy |
728
+661
| +987% | +$42.7K | ﹤0.01% | 840 |
|
|
2022
Q2 | $5K | Buy |
67
+1
| +2% | +$75 | ﹤0.01% | 1089 |
|
|
2022
Q1 | $5K | Sell |
66
-1,526
| -96% | -$116K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $108K | Buy |
1,592
+165
| +12% | +$11.2K | ﹤0.01% | 882 |
|
|
2021
Q3 | $89K | Buy |
1,427
+49
| +4% | +$3.06K | ﹤0.01% | 883 |
|
|
2021
Q2 | $91K | Buy |
1,378
+4
| +0.3% | +$264 | ﹤0.01% | 892 |
|
|
2021
Q1 | $91K | Sell |
1,374
-242
| -15% | -$16K | ﹤0.01% | 789 |
|
|
2020
Q4 | $108K | Buy |
1,616
+15
| +0.9% | +$1K | ﹤0.01% | 738 |
|
|
2020
Q3 | $110K | Sell |
1,601
-175
| -10% | -$12K | ﹤0.01% | 646 |
|
|
2020
Q2 | $111K | Sell |
1,776
-27,286
| -94% | -$1.71M | ﹤0.01% | 575 |
|
|
2020
Q1 | $1.75M | Sell |
29,062
-3,475
| -11% | -$209K | 0.01% | 297 |
|
|
2019
Q4 | $2.07M | Sell |
32,537
-6,727
| -17% | -$427K | 0.01% | 316 |
|
|
2019
Q3 | $2.55M | Buy |
+39,264
| New | +$2.55M | 0.01% | 286 |
|