Waterloo Capital’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
4,609
+98
+2% +$6.67K 0.03% 341
2025
Q1
$319K Buy
+4,511
New +$319K 0.03% 309