Lee, Danner & Bass’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,258
Closed -$84.9K 721
2024
Q4
$84.9K Buy
+1,258
New +$84.9K 0.01% 292