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Ramirez Asset Management’s Xcel Energy XEL Stock Holding History

Ramirez Asset Management’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,400
Closed -$828K – 404
2024
Q1 		$828K Buy
15,400
+7,850
+104% +$422K 0.17% 141
2023
Q4 		$467K Hold
7,550
– – 0.09% 175
2023
Q3 		$432K Buy
+7,550
New +$432K 0.09% 177