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TruNorth Capital Management’s Xcel Energy XEL Stock Holding History

TruNorth Capital Management’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 		$37.9K Sell
557
-906
-62% -$61.7K 0.01% 191
2025
Q1 		$104K Buy
1,463
+906
+163% +$64.1K 0.03% 136
2024
Q4 		$37.6K Hold
557
– – 0.01% 174
2024
Q3 		$36.4K Hold
557
– – 0.01% 178
2024
Q2 		$29.7K Buy
+557
New +$29.7K 0.01% 170