LSP Investment Advisors’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
-702,000
Closed -$47.4M 24
2024
Q4
$47.4M Hold
702,000
33.08% 1
2024
Q3
$45.8M Hold
702,000
24.69% 1
2024
Q2
$37.5M Hold
702,000
21.3% 3
2024
Q1
$37.7M Buy
+702,000
New +$37.7M 20.34% 3