PFG Advisors’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
$245K Buy
3,592
+85
+2% +$5.79K 0.01% 555
2025
Q1
$248K Sell
3,507
-1,665
-32% -$118K 0.01% 635
2024
Q4
$349K Buy
+5,172
New +$349K 0.02% 545