Cascade Investment Group’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 | $537K | Sell |
7,880
-100
| -1% | -$6.81K | 0.37% | 61 |
|
|
2025
Q1 | $565K | Sell |
7,980
-500
| -6% | -$35.4K | 0.43% | 54 |
|
|
2024
Q4 | $573K | Hold |
8,480
| – | – | 0.41% | 58 |
|
|
2024
Q3 | $554K | Sell |
8,480
-100
| -1% | -$6.53K | 0.41% | 59 |
|
|
2024
Q2 | $458K | Hold |
8,580
| – | – | 0.36% | 68 |
|
|
2024
Q1 | $461K | Sell |
8,580
-500
| -6% | -$26.9K | 0.35% | 72 |
|
|
2023
Q4 | $562K | Buy |
+9,080
| New | +$562K | 0.45% | 53 |
|