TA
Tectonic Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
13,523
-1,318
| -9% | -$89.8K | 0.05% | 178 |
|
|
2025
Q1 | $1.05M | Buy |
14,841
+594
| +4% | +$42K | 0.07% | 153 |
|
|
2024
Q4 | $962K | Buy |
14,247
+7,472
| +110% | +$505K | 0.06% | 159 |
|
|
2024
Q3 | $442K | Buy |
+6,775
| New | +$442K | 0.03% | 252 |
|