Copley Financial Group’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$425K Sell
2025
Q1
$492K Sell
2024
Q4
$483K Sell
2024
Q3
$532K Buy