Cape Investment Advisory’s Xcel Energy XEL Stock Holding History

Cape Investment Advisory’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$5.47K	Buy
2025 Q3	$3.06K	Buy
2025 Q2	$953	Sell
2025 Q1	$1.13K	Hold
2024 Q4	$1.08K	Buy