IIM
Intact Investment Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
67,500
-14,200
| -17% | -$967K | 0.16% | 128 |
|
|
2025
Q1 | $5.78M | Hold |
81,700
| – | – | 0.2% | 110 |
|
|
2024
Q4 | $5.52M | Sell |
81,700
-39,850
| -33% | -$2.69M | 0.19% | 111 |
|
|
2024
Q3 | $7.94M | Buy |
121,550
+9,400
| +8% | +$614K | 0.26% | 94 |
|
|
2024
Q2 | $5.99M | Buy |
112,150
+50,050
| +81% | +$2.67M | 0.22% | 98 |
|
|
2024
Q1 | $3.34M | Buy |
62,100
+3,200
| +5% | +$172K | 0.13% | 145 |
|
|
2023
Q4 | $3.65M | Sell |
58,900
-11,500
| -16% | -$712K | 0.15% | 137 |
|
|
2023
Q3 | $4.03M | Buy |
+70,400
| New | +$4.03M | 0.17% | 113 |
|
|
2015
Q4 | – | Sell |
-13,700
| Closed | -$485K | – | 269 |
|
|
2015
Q3 | $485K | Hold |
13,700
| – | – | 0.02% | 181 |
|
|
2015
Q2 | $440K | Hold |
13,700
| – | – | 0.02% | 196 |
|
|
2015
Q1 | $477K | Sell |
13,700
-1,800
| -12% | -$62.7K | 0.02% | 214 |
|
|
2014
Q4 | $556K | Hold |
15,500
| – | – | 0.02% | 198 |
|
|
2014
Q3 | $471K | Hold |
15,500
| – | – | 0.02% | 211 |
|
|
2014
Q2 | $499K | Hold |
15,500
| – | – | 0.02% | 183 |
|
|
2014
Q1 | $471K | Hold |
15,500
| – | – | 0.02% | 183 |
|
|
2013
Q4 | $433K | Hold |
15,500
| – | – | 0.02% | 169 |
|
|
2013
Q3 | $428K | Buy |
+15,500
| New | +$428K | 0.02% | 161 |
|