Mystic Asset Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Hold
3,352
0.06% 210
2025
Q1
$237K Hold
3,352
0.06% 209
2024
Q4
$226K Buy
+3,352
New +$226K 0.06% 206
2022
Q1
Sell
-1,975
Closed -$133K 413
2021
Q4
$133K Buy
+1,975
New +$133K 0.06% 178