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GEN Financial Management’s Xcel Energy XEL Stock Holding History

GEN Financial Management’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 		– Sell
-4,457
Closed -$316K – 51
2025
Q1 		$316K Hold
4,457
– – 0.21% 39
2024
Q4 		$301K Buy
+4,457
New +$301K 0.2% 42