Creative Capital Management Investments’s Xcel Energy XEL Stock Holding History

Creative Capital Management Investments’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	$173K	Buy
2025 Q2	$142K	Hold
2025 Q1	$148K	Hold
2024 Q4	$141K	Hold
2024 Q3	$136K	Sell
2024 Q2	$122K	Buy
2023 Q1	–	Sell
2022 Q4	$1K	Buy