CIM
Contravisory Investment Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
105,712
+541
| +0.5% | +$36.8K | 1.42% | 34 |
|
|
2025
Q1 | $7.45M | Buy |
+105,171
| New | +$7.45M | 1.57% | 32 |
|
|
2021
Q2 | – | Sell |
-3,624
| Closed | -$241K | – | 299 |
|
|
2021
Q1 | $241K | Sell |
3,624
-639
| -15% | -$42.5K | 0.08% | 156 |
|
|
2020
Q4 | $284K | Sell |
4,263
-380
| -8% | -$25.3K | 0.09% | 130 |
|
|
2020
Q3 | $320K | Buy |
4,643
+453
| +11% | +$31.2K | 0.11% | 105 |
|
|
2020
Q2 | $267K | Buy |
+4,190
| New | +$267K | 0.1% | 123 |
|