OV Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-22,500	Closed	-$1.2M	–	63
2024 Q2	$1.2M	Buy	22,500 +400	+2%	+$21.4K	0.84%	48
2024 Q1	$1.19M	Hold	22,100	–	–	0.86%	48
2023 Q4	$1.38M	Buy	+22,100	New	+$1.38M	1.14%	40