JDM Financial Group’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
-13
Closed -$920 314
2025
Q1
$920 Hold
13
﹤0.01% 276
2024
Q4
$878 Hold
13
﹤0.01% 303
2024
Q3
$849 Buy
+13
New +$849 ﹤0.01% 344