Summit Financial’s Xcel Energy XEL Stock Holding History

Summit Financial’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$536K	Buy
2025 Q1	$511K	Buy
2024 Q4	$375K	Sell
2024 Q3	$367K	Sell
2024 Q2	$330K	Buy
2024 Q1	$267K	Sell
2023 Q4	$311K	Sell
2023 Q3	$321K	Sell
2023 Q2	$364K	Buy