SRH Advisors’s Xcel Energy XEL Stock Holding History

SRH Advisors’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$3.12K	Sell
2023 Q4	$113K	Hold
2023 Q3	$105K	Hold
2023 Q2	$124K	Hold
2023 Q1	$124K	Hold
2022 Q4	$129K	Hold
2022 Q3	$117K	Hold
2022 Q2	$130K	Hold
2022 Q1	$132K	Hold
2021 Q4	$124K	Hold
2021 Q3	$115K	Hold
2021 Q2	$121K	Hold
2021 Q1	$122K	Sell
2020 Q4	$244K	Hold
2020 Q3	$253K	Hold
2020 Q2	$229K	Sell
2020 Q1	$350K	Hold
2019 Q4	$368K	Hold
2019 Q3	$376K	Hold
2019 Q2	$345K	Hold
2019 Q1	$326K	Hold
2018 Q4	$286K	Hold
2018 Q3	$274K	Hold
2018 Q2	$265K	Hold
2018 Q1	$264K	Hold
2017 Q4	$279K	Hold
2017 Q3	$274K	Buy