Picton Mahoney Asset Management’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 | $1K | Sell |
18
-16,307
| -100% | -$906K | ﹤0.01% | 927 |
|
|
2025
Q1 | $1.16M | Buy |
16,325
+11,316
| +226% | +$801K | 0.02% | 274 |
|
|
2024
Q4 | $337K | Buy |
5,009
+1,545
| +45% | +$104K | 0.01% | 285 |
|
|
2024
Q3 | $226K | Buy |
+3,464
| New | +$226K | 0.01% | 307 |
|
|
2022
Q4 | – | Sell |
-934
| Closed | -$60K | – | 717 |
|
|
2022
Q3 | $60K | Buy |
+934
| New | +$60K | ﹤0.01% | 573 |
|
|
2022
Q1 | – | Sell |
-6,200
| Closed | -$419K | – | 990 |
|
|
2021
Q4 | $419K | Buy |
+6,200
| New | +$419K | 0.01% | 637 |
|
|
2015
Q4 | – | Sell |
-29,700
| Closed | -$1.05M | – | 328 |
|
|
2015
Q3 | $1.05M | Buy |
+29,700
| New | +$1.05M | 0.06% | 154 |
|