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Concentric Capital Strategies’s Xcel Energy XEL Stock Holding History

Concentric Capital Strategies’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Buy
17,416
+11,392
+189% +$776K 0.05% 201
2025
Q1 		$426K Buy
+6,024
New +$426K 0.04% 141