Mount Yale Investment Advisors’s Xcel Energy XEL Stock Holding History

Mount Yale Investment Advisors’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$417K	Buy
2025 Q1	$308K	Sell
2024 Q4	$316K	Buy
2024 Q3	$259K	Hold
2024 Q2	$212K	Buy
2018 Q4	–	Sell
2018 Q3	$15K	Sell
2018 Q2	$87K	Hold
2018 Q1	$86K	Buy