Spirit of America Management Corp’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.63M Buy
2025
Q2
$1.15M Buy
2025
Q1
$942K Buy
2024
Q4
$753K Buy
2024
Q3
$549K Buy
2024
Q2
$393K Buy
2024
Q1
$360K Hold
2023
Q4
$415K Hold
2023
Q3
$383K Buy
2023
Q2
$385K Buy
2023
Q1
$202K Buy
2015
Q3
Sell
2015
Q2
$131K Buy
2015
Q1
$97K Buy