CWM
CIBC World Markets’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
113,632
+44,367
| +64% | +$3.02M | 0.05% | 257 |
|
|
2025
Q1 | $4.9M | Sell |
69,265
-33,329
| -32% | -$2.36M | 0.04% | 303 |
|
|
2024
Q4 | $6.93M | Buy |
102,594
+14,779
| +17% | +$998K | 0.04% | 291 |
|
|
2024
Q3 | $5.73M | Sell |
87,815
-24,011
| -21% | -$1.57M | 0.04% | 296 |
|
|
2024
Q2 | $5.97M | Buy |
111,826
+19,957
| +22% | +$1.07M | 0.04% | 280 |
|
|
2024
Q1 | $4.94M | Sell |
91,869
-58,341
| -39% | -$3.14M | 0.03% | 323 |
|
|
2023
Q4 | $9.3M | Buy |
150,210
+56,321
| +60% | +$3.49M | 0.05% | 254 |
|
|
2023
Q3 | $5.37M | Sell |
93,889
-16,690
| -15% | -$955K | 0.05% | 234 |
|
|
2023
Q2 | $6.87M | Buy |
110,579
+76,307
| +223% | +$4.74M | 0.06% | 228 |
|
|
2023
Q1 | $2.31M | Sell |
34,272
-36,572
| -52% | -$2.47M | 0.04% | 319 |
|
|
2022
Q4 | $4.97M | Buy |
70,844
+62,544
| +754% | +$4.38M | 0.03% | 330 |
|
|
2022
Q3 | $531K | Sell |
8,300
-60,070
| -88% | -$3.84M | 0.01% | 427 |
|
|
2022
Q2 | $4.84M | Buy |
68,370
+19,870
| +41% | +$1.41M | 0.05% | 225 |
|
|
2022
Q1 | $3.5M | Buy |
+48,500
| New | +$3.5M | 0.03% | 312 |
|
|
2021
Q4 | – | Sell |
-51,577
| Closed | -$3.22M | – | 644 |
|
|
2021
Q3 | $3.22M | Buy |
51,577
+8,376
| +19% | +$524K | 0.02% | 357 |
|
|
2021
Q2 | $2.85M | Sell |
43,201
-28,623
| -40% | -$1.89M | 0.02% | 367 |
|
|
2021
Q1 | $4.78M | Sell |
71,824
-71,973
| -50% | -$4.79M | 0.03% | 278 |
|
|
2020
Q4 | $9.59M | Buy |
143,797
+51,310
| +55% | +$3.42M | 0.05% | 245 |
|
|
2020
Q3 | $6.38M | Buy |
92,487
+6,949
| +8% | +$480K | 0.06% | 252 |
|
|
2020
Q2 | $5.35M | Buy |
85,538
+2,839
| +3% | +$177K | 0.06% | 234 |
|
|
2020
Q1 | $4.99M | Sell |
82,699
-22,991
| -22% | -$1.39M | 0.06% | 203 |
|
|
2019
Q4 | $6.71M | Buy |
105,690
+25,882
| +32% | +$1.64M | 0.04% | 312 |
|
|
2019
Q3 | $5.18M | Sell |
79,808
-173,016
| -68% | -$11.2M | 0.05% | 279 |
|
|
2019
Q2 | $15M | Buy |
252,824
+47,779
| +23% | +$2.84M | 0.12% | 163 |
|
|
2019
Q1 | $11.5M | Sell |
205,045
-105,273
| -34% | -$5.92M | 0.09% | 166 |
|
|
2018
Q4 | $15.3M | Buy |
310,318
+9,541
| +3% | +$470K | 0.14% | 141 |
|
|
2018
Q3 | $14.2M | Sell |
300,777
-4,571
| -1% | -$216K | 0.12% | 155 |
|
|
2018
Q2 | $13.9M | Buy |
305,348
+103,704
| +51% | +$4.74M | 0.12% | 144 |
|
|
2018
Q1 | $9.17M | Sell |
201,644
-44,853
| -18% | -$2.04M | 0.1% | 166 |
|
|
2017
Q4 | $11.9M | Buy |
246,497
+36,759
| +18% | +$1.77M | 0.09% | 167 |
|
|
2017
Q3 | $9.93M | Buy |
209,738
+2,211
| +1% | +$105K | 0.1% | 159 |
|
|
2017
Q2 | $9.52M | Buy |
207,527
+154,545
| +292% | +$7.09M | 0.1% | 187 |
|
|
2017
Q1 | $2.36M | Buy |
52,982
+18,161
| +52% | +$807K | 0.02% | 319 |
|
|
2016
Q4 | $1.42M | Buy |
+34,821
| New | +$1.42M | 0.01% | 320 |
|