Lake Street Advisors Group’s Xcel Energy XEL Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$284K	Buy
2024 Q3	$244K	Sell
2024 Q2	$209K	Sell
2024 Q1	$225K	Sell
2023 Q4	$348K	Buy
2021 Q3	–	Sell
2021 Q2	$216K	Buy
2021 Q1	$203K	Sell
2020 Q4	$216K	Sell
2020 Q3	$224K	Buy