Raymond James Financial’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
$172M Buy
2,519,061
+1,261,439
+100% +$85.9M 0.06% 302
2025
Q1
$89M Buy
1,257,622
+18,687
+2% +$1.32M 0.03% 474
2024
Q4
$83.7M Buy
+1,238,935
New +$83.7M 0.03% 495