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R.M. Davis Inc’s Xcel Energy XEL Stock Holding History

R.M. Davis Inc’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,612
Closed -$224K – 275
2023
Q4 		$224K Buy
+3,612
New +$224K 0.01% 253