iA Global Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Buy |
63,892
+647
| +1% | +$44.1K | 0.07% | 181 |
|
|
2025
Q1 | $4.48M | Buy |
63,245
+1,351
| +2% | +$95.6K | 0.08% | 170 |
|
|
2024
Q4 | $4.18M | Buy |
61,894
+5,063
| +9% | +$342K | 0.07% | 175 |
|
|
2024
Q3 | $3.71M | Buy |
56,831
+2,247
| +4% | +$147K | 0.07% | 191 |
|
|
2024
Q2 | $2.92M | Sell |
54,584
-12,417
| -19% | -$663K | 0.06% | 200 |
|
|
2024
Q1 | $3.6M | Sell |
67,001
-3,469
| -5% | -$186K | 0.07% | 185 |
|
|
2023
Q4 | $4.36M | Buy |
70,470
+11,435
| +19% | +$708K | 0.1% | 160 |
|
|
2023
Q3 | $3.38M | Buy |
59,035
+12,584
| +27% | +$720K | 0.09% | 173 |
|
|
2023
Q2 | $2.89M | Buy |
+46,451
| New | +$2.89M | 0.08% | 194 |
|