Avalon Trust’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 | $123K | Hold |
1,800
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $127K | Buy |
1,800
+1,000
| +125% | +$70.8K | 0.01% | 164 |
|
|
2024
Q4 | $54K | Hold |
800
| – | – | ﹤0.01% | 220 |
|
|
2024
Q3 | $52.2K | Hold |
800
| – | – | ﹤0.01% | 212 |
|
|
2024
Q2 | $42.7K | Hold |
800
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $43K | Hold |
800
| – | – | ﹤0.01% | 231 |
|
|
2023
Q4 | $49.5K | Hold |
800
| – | – | ﹤0.01% | 211 |
|
|
2023
Q3 | $45.8K | Hold |
800
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $49.7K | Hold |
800
| – | – | ﹤0.01% | 206 |
|
|
2023
Q1 | $54K | Buy |
+800
| New | +$54K | 0.01% | 196 |
|