Cascade Investment Group’s Xcel Energy XEL Stock Holding History

Cascade Investment Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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