Global Financial Private Client’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-371
Closed -$26.3K 1628
2025
Q1
$26.3K Buy
371
+22
+6% +$1.56K 0.01% 406
2024
Q4
$23.6K Buy
349
+10
+3% +$675 0.01% 406
2024
Q3
$22.1K Buy
+339
New +$22.1K 0.01% 413