CIBC Private Wealth Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
10,257
-380
| -4% | -$25.9K | ﹤0.01% | 750 |
|
|
2025
Q1 | $713K | Buy |
10,637
+368
| +4% | +$24.7K | ﹤0.01% | 726 |
|
|
2024
Q4 | $682K | Sell |
10,269
-3,549
| -26% | -$236K | ﹤0.01% | 785 |
|
|
2024
Q3 | $902K | Sell |
13,818
-161,135
| -92% | -$10.5M | ﹤0.01% | 712 |
|
|
2024
Q2 | $9.12M | Buy |
174,953
+1,198
| +0.7% | +$62.4K | 0.02% | 331 |
|
|
2024
Q1 | $9.26M | Sell |
173,755
-370,923
| -68% | -$19.8M | 0.02% | 335 |
|
|
2023
Q4 | $33.7M | Sell |
544,678
-91,455
| -14% | -$5.66M | 0.07% | 209 |
|
|
2023
Q3 | $36.4M | Sell |
636,133
-213,185
| -25% | -$12.2M | 0.09% | 193 |
|
|
2023
Q2 | $52.8M | Sell |
849,318
-231,155
| -21% | -$14.4M | 0.12% | 157 |
|
|
2023
Q1 | $72.9M | Sell |
1,080,473
-180,786
| -14% | -$12.2M | 0.16% | 137 |
|
|
2022
Q4 | $59.6M | Buy |
1,261,259
+284,840
| +29% | +$13.5M | 0.2% | 90 |
|
|
2022
Q3 | $62.5M | Buy |
976,419
+39,877
| +4% | +$2.55M | 0.17% | 126 |
|
|
2022
Q2 | $66.3M | Buy |
936,542
+423,706
| +83% | +$30M | 0.17% | 127 |
|
|
2022
Q1 | $37M | Sell |
512,836
-157,742
| -24% | -$11.4M | 0.08% | 175 |
|
|
2021
Q4 | $45.4M | Buy |
670,578
+112,267
| +20% | +$7.6M | 0.09% | 159 |
|
|
2021
Q3 | $34.9M | Buy |
558,311
+280,343
| +101% | +$17.5M | 0.08% | 177 |
|
|
2021
Q2 | $18.3M | Sell |
277,968
-19,779
| -7% | -$1.3M | 0.04% | 272 |
|
|
2021
Q1 | $19.8M | Buy |
297,747
+77,058
| +35% | +$5.13M | 0.05% | 247 |
|
|
2020
Q4 | $14.7M | Buy |
220,689
+184,383
| +508% | +$12.3M | 0.04% | 280 |
|
|
2020
Q3 | $2.51M | Buy |
36,306
+4,286
| +13% | +$296K | 0.01% | 424 |
|
|
2020
Q2 | $2M | Sell |
32,020
-409
| -1% | -$25.6K | 0.01% | 381 |
|
|
2020
Q1 | $1.96M | Sell |
32,429
-67,924
| -68% | -$4.09M | 0.01% | 415 |
|
|
2019
Q4 | $6.37M | Buy |
100,353
+65,024
| +184% | +$4.13M | 0.02% | 336 |
|
|
2019
Q3 | $2.29M | Buy |
35,329
+1,720
| +5% | +$112K | 0.01% | 445 |
|
|
2019
Q2 | $2M | Buy |
33,609
+5,894
| +21% | +$351K | 0.01% | 470 |
|
|
2019
Q1 | $1.56M | Buy |
27,715
+1,056
| +4% | +$59.4K | 0.01% | 508 |
|
|
2018
Q4 | $1.31M | Sell |
26,659
-1,596
| -6% | -$78.6K | 0.01% | 517 |
|
|
2018
Q3 | $1.33M | Sell |
28,255
-124,883
| -82% | -$5.9M | 0.01% | 616 |
|
|
2018
Q2 | $7M | Buy |
153,138
+135,890
| +788% | +$6.21M | 0.03% | 320 |
|
|
2018
Q1 | $784K | Buy |
17,248
+14,448
| +516% | +$657K | ﹤0.01% | 685 |
|
|
2017
Q4 | $135K | Buy |
+2,800
| New | +$135K | ﹤0.01% | 988 |
|