CSP
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Cary Street Partners’s Xcel Energy XEL Stock Holding History

Cary Street Partners’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 		$178K Buy
2,620
+362
+16% +$24.7K 0.01% 794
2025
Q1 		$160K Sell
2,258
-449
-17% -$31.8K 0.01% 785
2024
Q4 		$183K Buy
+2,707
New +$183K 0.01% 740