TruNorth Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44.9K Hold
2025
Q2
$37.9K Sell
2025
Q1
$104K Buy
2024
Q4
$37.6K Hold
2024
Q3
$36.4K Hold
2024
Q2
$29.7K Buy