Lewis 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
2023
Q3
$352K Sell
2023
Q2
$392K Hold
2023
Q1
$425K Hold
2022
Q4
$442K Sell
2022
Q3
$540K Hold
2022
Q2
$597K Hold
2022
Q1
$609K Hold
2021
Q4
$572K Buy