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SummitTX Capital’s Xcel Energy XEL Stock Holding History

SummitTX Capital’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Sell
147,841
-141,628
-49% -$9.64M 0.43% 41
2025
Q1 		$20.5M Buy
+289,469
New +$20.5M 0.88% 6