LCM Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Hold
2025
Q2
$243K Buy
2025
Q1
$242K Sell
2024
Q4
$231K Hold
2024
Q3
$224K Buy
2024
Q1
Sell
2023
Q4
$215K Sell
2023
Q3
$202K Buy
2023
Q2
$220K Sell
2023
Q1
$243K Buy
2022
Q4
$252K Hold
2022
Q3
$230K Hold
2022
Q2
$255K Buy
2022
Q1
$254K Buy
2021
Q4
$235K Buy