Paragon Capital Management (Utah)’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,878
Closed -$504K 93
2022
Q3
$504K Buy
7,878
+43
+0.5% +$2.75K 0.49% 57
2022
Q2
$554K Buy
+7,835
New +$554K 0.56% 54