CIBC Private Wealth Group’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 | $699K | Sell |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $9.12M | Buy |
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|
2024
Q1 | $9.26M | Sell |
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|
2023
Q4 | $33.7M | Sell |
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|
2023
Q3 | $36.4M | Sell |
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|
2023
Q2 | $52.8M | Sell |
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|
2023
Q1 | $72.9M | Sell |
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|
2022
Q4 | $59.6M | Buy |
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|
2022
Q3 | $62.5M | Buy |
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|
2022
Q2 | $66.3M | Buy |
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|
2022
Q1 | $37M | Sell |
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|
2021
Q4 | $45.4M | Buy |
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|
2021
Q3 | $34.9M | Buy |
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|
2021
Q2 | $18.3M | Sell |
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|
2021
Q1 | $19.8M | Buy |
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|
2020
Q4 | $14.7M | Buy |
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|
2020
Q3 | $2.51M | Buy |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $6.37M | Buy |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $2M | Buy |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $7M | Buy |
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|
2018
Q1 | $784K | Buy |
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|
2017
Q4 | $135K | Buy |
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