Cascade Investment Group’s Xcel Energy XEL Stock Holding History

Cascade Investment Group’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	$626K	Hold
2025 Q4	$582K	Hold
2025 Q3	$636K	Hold
2025 Q2	$537K	Sell
2025 Q1	$565K	Sell
2024 Q4	$573K	Hold
2024 Q3	$554K	Sell
2024 Q2	$458K	Hold
2024 Q1	$461K	Sell
2023 Q4	$562K	Buy