Knollwood Investment Advisory’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
$226K Hold
3,323
0.02% 343
2025
Q1
$235K Hold
3,323
0.03% 333
2024
Q4
$224K Hold
3,323
0.02% 341
2024
Q3
$217K Buy
+3,323
New +$217K 0.02% 348