PharVision Advisers’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
$230K Buy
+3,373
New +$230K 0.33% 163
2025
Q1
Sell
-5,820
Closed -$393K 536
2024
Q4
$393K Buy
+5,820
New +$393K 0.33% 84