OmniStar Financial Group’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
$1.42M Buy
20,872
+1,534
+8% +$104K 1.06% 29
2025
Q1
$1.37M Buy
+19,338
New +$1.37M 1.08% 28
2024
Q3
Sell
-10,216
Closed -$546K 170
2024
Q2
$546K Buy
10,216
+594
+6% +$31.7K 0.49% 85
2024
Q1
$517K Buy
+9,622
New +$517K 0.47% 87