Industrial Alliance Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-44,661
| Closed | -$3.01M | – | 505 |
|
|
2023
Q1 | $3.01M | Buy |
44,661
+12,966
| +41% | +$874K | 0.08% | 189 |
|
|
2022
Q4 | $2.22M | Sell |
31,695
-2,401
| -7% | -$168K | 0.06% | 219 |
|
|
2022
Q3 | $2.18M | Buy |
34,096
+1,423
| +4% | +$91.1K | 0.06% | 215 |
|
|
2022
Q2 | $2.31M | Buy |
32,673
+1,330
| +4% | +$94.1K | 0.07% | 208 |
|
|
2022
Q1 | $2.26M | Buy |
31,343
+3,372
| +12% | +$244K | 0.05% | 236 |
|
|
2021
Q4 | $1.89M | Buy |
+27,971
| New | +$1.89M | 0.04% | 242 |
|