Aventail Capital Group’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 | $38.8M | Sell |
569,777
-2,442
| -0.4% | -$166K | 1.71% | 18 |
|
|
2025
Q1 | $40.5M | Buy |
572,219
+2,704
| +0.5% | +$191K | 2% | 17 |
|
|
2024
Q4 | $38.5M | Buy |
+569,515
| New | +$38.5M | 1.97% | 19 |
|
|
2023
Q2 | – | Sell |
-145,540
| Closed | -$9.82M | – | 74 |
|
|
2023
Q1 | $9.82M | Buy |
+145,540
| New | +$9.82M | 0.83% | 27 |
|