Mitchell Sinkler & Starr’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,500
Closed -$511K 206
2024
Q1
$511K Buy
+9,500
New +$511K 0.13% 109
2023
Q1
Sell
-9,500
Closed -$666K 160
2022
Q4
$666K Buy
+9,500
New +$666K 0.21% 84