Catalina Capital 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
Q1
Sell
-3,982
Closed -$269K 373
2024
Q4
$269K Buy
3,982
+685
+21% +$46.3K 0.09% 232
2024
Q3
$215K Buy
+3,297
New +$215K 0.07% 275