Avalon Trust’s Xcel Energy XEL Stock Holding History

Avalon Trust’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$123K	Hold
2025 Q1	$127K	Buy
2024 Q4	$54K	Hold
2024 Q3	$52.2K	Hold
2024 Q2	$42.7K	Hold
2024 Q1	$43K	Hold
2023 Q4	$49.5K	Hold
2023 Q3	$45.8K	Hold
2023 Q2	$49.7K	Hold
2023 Q1	$54K	Buy