Northwest & Ethical Investments’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-128,156	Closed	-$7.97M	–	404
2023 Q2	$7.97M	Buy	128,156 +5,442	+4%	+$338K	0.26%	125
2023 Q1	$8.28M	Hold	122,714	–	–	0.27%	118
2022 Q4	$8.6M	Buy	+122,714	New	+$8.6M	0.3%	116