Intact Investment Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.7M Buy
2025
Q2
$4.6M Sell
2025
Q1
$5.78M Hold
2024
Q4
$5.52M Sell
2024
Q3
$7.94M Buy
2024
Q2
$5.99M Buy
2024
Q1
$3.34M Buy
2023
Q4
$3.65M Sell
2023
Q3
$4.03M Buy
2015
Q4
Sell
2015
Q3
$485K Hold
2015
Q2
$440K Hold
2015
Q1
$477K Sell
2014
Q4
$556K Hold
2014
Q3
$471K Hold
2014
Q2
$499K Hold
2014
Q1
$471K Hold
2013
Q4
$433K Hold
2013
Q3
$428K Buy