WIM
Warwick Investment Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
+4,830
| New | +$329K | 0.06% | 87 |
|
|
2025
Q1 | – | Sell |
-4,785
| Closed | -$323K | – | 115 |
|
|
2024
Q4 | $323K | Buy |
+4,785
| New | +$323K | 0.07% | 71 |
|
|
2024
Q3 | – | Sell |
-4,711
| Closed | -$252K | – | 116 |
|
|
2024
Q2 | $252K | Buy |
4,711
+334
| +8% | +$17.8K | 0.06% | 86 |
|
|
2024
Q1 | $235K | Sell |
4,377
-151
| -3% | -$8.12K | 0.06% | 89 |
|
|
2023
Q4 | $280K | Buy |
+4,528
| New | +$280K | 0.08% | 63 |
|