Golden State Equity Partners’s Xcel Energy XEL Stock Holding History

Golden State Equity Partners’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Buy
2025 Q4	$203K	Buy
2025 Q3	$211K	Buy
2024 Q4	–	Sell
2024 Q3	$175K	Buy
2023 Q4	$220K	Buy
2023 Q3	–	Sell
2023 Q2	$214K	Buy
2023 Q1	$218K	Buy