MD Financial Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.1M Buy
31,019
+1,453
+5% +$98.4K 0.05% 201
2021
Q3
$1.85M Buy
29,566
+983
+3% +$61.4K 0.05% 202
2021
Q2
$1.88M Buy
+28,583
New +$1.88M 0.05% 203