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Cape Investment Advisory’s Xcel Energy XEL Stock Holding History

Cape Investment Advisory’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$953 Sell
14
-2
-13% -$136 ﹤0.01% 1037
2025
Q1 		$1.13K Hold
16
– – ﹤0.01% 952
2024
Q4 		$1.08K Buy
+16
New +$1.08K ﹤0.01% 952