Stonebridge Financial Group’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
Sell
-231
Closed -$16.4K 962
2025
Q1
$16.4K Buy
231
+5
+2% +$354 ﹤0.01% 527
2024
Q4
$15.3K Buy
+226
New +$15.3K ﹤0.01% 534