Mackenzie Financial’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 | $12.7M | Sell |
187,140
-206,367
| -52% | -$14.1M | 0.02% | 445 |
|
|
2025
Q1 | $27.9M | Buy |
393,507
+249,182
| +173% | +$17.6M | 0.04% | 292 |
|
|
2024
Q4 | $9.74M | Sell |
144,325
-45,886
| -24% | -$3.1M | 0.01% | 466 |
|
|
2024
Q3 | $12.4M | Sell |
190,211
-27,308
| -13% | -$1.78M | 0.02% | 408 |
|
|
2024
Q2 | $11.6M | Sell |
217,519
-242,783
| -53% | -$13M | 0.02% | 411 |
|
|
2024
Q1 | $24.7M | Buy |
460,302
+280,954
| +157% | +$15.1M | 0.04% | 304 |
|
|
2023
Q4 | $11.1M | Buy |
179,348
+17,003
| +10% | +$1.05M | 0.02% | 417 |
|
|
2023
Q3 | $9.07M | Buy |
162,345
+101,521
| +167% | +$5.67M | 0.02% | 442 |
|
|
2023
Q2 | $3.83M | Sell |
60,824
-90,770
| -60% | -$5.72M | 0.01% | 606 |
|
|
2023
Q1 | $10.2M | Buy |
151,594
+952
| +0.6% | +$64.2K | 0.02% | 437 |
|
|
2022
Q4 | $10.6M | Sell |
150,642
-2,578
| -2% | -$181K | 0.02% | 405 |
|
|
2022
Q3 | $9.81M | Sell |
153,220
-859
| -0.6% | -$55K | 0.02% | 416 |
|
|
2022
Q2 | $10.9M | Buy |
154,079
+19,212
| +14% | +$1.36M | 0.02% | 420 |
|
|
2022
Q1 | $9.73M | Buy |
134,867
+4,019
| +3% | +$290K | 0.01% | 464 |
|
|
2021
Q4 | $8.86M | Buy |
130,848
+7,853
| +6% | +$532K | 0.01% | 500 |
|
|
2021
Q3 | $7.69M | Buy |
122,995
+70,801
| +136% | +$4.42M | 0.01% | 497 |
|
|
2021
Q2 | $3.44M | Buy |
52,194
+231
| +0.4% | +$15.2K | ﹤0.01% | 621 |
|
|
2021
Q1 | $3.46M | Sell |
51,963
-41,571
| -44% | -$2.76M | 0.01% | 593 |
|
|
2020
Q4 | $6.24M | Sell |
93,534
-4,670
| -5% | -$311K | 0.01% | 410 |
|
|
2020
Q3 | $6.78M | Buy |
98,204
+9,478
| +11% | +$654K | 0.02% | 356 |
|
|
2020
Q2 | $5.55M | Buy |
88,726
+8,654
| +11% | +$541K | 0.01% | 380 |
|
|
2020
Q1 | $4.83M | Buy |
80,072
+10,846
| +16% | +$654K | 0.02% | 351 |
|
|
2019
Q4 | $4.4M | Buy |
69,226
+22,383
| +48% | +$1.42M | 0.01% | 469 |
|
|
2019
Q3 | $3.04M | Buy |
46,843
+11
| +0% | +$714 | 0.01% | 538 |
|
|
2019
Q2 | $2.79M | Sell |
46,832
-82,646
| -64% | -$4.92M | 0.01% | 563 |
|
|
2019
Q1 | $7.28M | Buy |
129,478
+64,127
| +98% | +$3.6M | 0.02% | 433 |
|
|
2018
Q4 | $3.22M | Buy |
65,351
+40,976
| +168% | +$2.02M | 0.01% | 609 |
|
|
2018
Q3 | $1.15M | Buy |
24,375
+13,470
| +124% | +$636K | ﹤0.01% | 733 |
|
|
2018
Q2 | $498K | Buy |
10,905
+1,712
| +19% | +$78.2K | ﹤0.01% | 786 |
|
|
2018
Q1 | $418K | Buy |
+9,193
| New | +$418K | ﹤0.01% | 764 |
|