CAM
Cidel Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
3,991
-375
| -9% | -$25.5K | 0.02% | 281 |
|
|
2025
Q1 | $309K | Hold |
4,366
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $295K | Buy |
4,366
+209
| +5% | +$14.1K | 0.02% | 258 |
|
|
2024
Q3 | $271K | Hold |
4,157
| – | – | 0.02% | 275 |
|
|
2024
Q2 | $222K | Buy |
4,157
+385
| +10% | +$20.6K | 0.02% | 289 |
|
|
2024
Q1 | $203K | Buy |
3,772
+231
| +7% | +$12.4K | 0.02% | 315 |
|
|
2023
Q4 | $219K | Buy |
+3,541
| New | +$219K | 0.01% | 292 |
|