AMG National Trust Bank’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 | $2.28M | Hold |
33,466
| – | – | 0.06% | 185 |
|
|
2025
Q1 | $2.37M | Buy |
33,466
+28,677
| +599% | +$2.03M | 0.07% | 170 |
|
|
2024
Q4 | $324K | Sell |
4,789
-201
| -4% | -$13.6K | 0.01% | 379 |
|
|
2024
Q3 | $326K | Sell |
4,990
-272
| -5% | -$17.8K | 0.01% | 365 |
|
|
2024
Q2 | $281K | Sell |
5,262
-1,913
| -27% | -$102K | 0.01% | 389 |
|
|
2024
Q1 | $386K | Sell |
7,175
-18,710
| -72% | -$1.01M | 0.01% | 354 |
|
|
2023
Q4 | $1.6M | Buy |
+25,885
| New | +$1.6M | 0.05% | 206 |
|