HVM
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Harvest Volatility Management’s Xcel Energy XEL Stock Holding History

Harvest Volatility Management’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
2023
Q3 		– Sell
-16,952
Closed -$1.05M – 127
2023
Q2 		$1.05M Sell
16,952
-2,794
-14% -$187K 0.21% 88
2023
Q1 		$1.32M Sell
19,746
-2,910
-13% -$196K 0.27% 76
2022
Q4 		$1.59M Sell
22,656
-6,366
-22% -$424K 0.32% 69
2022
Q3 		$1.9M Sell
29,022
-487
-2% -$35.5K 0.33% 67
2022
Q2 		$2.09M Sell
29,509
-3,589
-11% -$261K 0.34% 59
2022
Q1 		$2.39M Buy
33,098
+239
+0.7% +$16.4K 0.27% 75
2021
Q4 		$2.23K Buy
32,859
+8,031
+32% +$524K ﹤0.01% 99
2021
Q3 		$1.55M Buy
24,828
+9,374
+61% +$633K 0.07% 88
2021
Q2 		$1.02M Buy
15,454
+3,782
+32% +$263K 0.08% 89
2021
Q1 		$776K Buy
11,672
+4,617
+65% +$292K 0.07% 90
2020
Q4 		$470K Buy
+7,055
New +$492K 0.06% 89

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Victory Capital Management
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