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Copley Financial Group’s Xcel Energy XEL Stock Holding History

Copley Financial Group’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Sell
6,238
-714
-10% -$48.6K 0.32% 65
2025
Q1 		$492K Sell
6,952
-206
-3% -$14.6K 0.38% 56
2024
Q4 		$483K Sell
7,158
-986
-12% -$66.6K 0.37% 57
2024
Q3 		$532K Buy
+8,144
New +$532K 0.48% 45