S
XEL icon

Surevest’s Xcel Energy XEL Stock Holding History

Surevest’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$41K Sell
636
-636
-50% -$41K 0.01% 196
2022
Q2 		$90K Hold
1,272
– – 0.02% 177
2022
Q1 		$92K Hold
1,272
– – 0.02% 162
2021
Q4 		$86K Buy
+1,272
New +$86K 0.02% 155