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Aventura Private Wealth’s Xcel Energy XEL Stock Holding History

Aventura Private Wealth’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
2026
Q1 		$343K Hold
4,317
– – 0.13% 121
2025
Q4 		$319K Sell
4,317
-46
-1% -$3.63K 0.11% 123
2025
Q3 		$352K Sell
4,363
-515
-11% -$37.3K 0.13% 115
2025
Q2 		$332K Hold
4,878
– – 0.14% 113
2025
Q1 		$345K Hold
4,878
– – 0.18% 105
2024
Q4 		$329K Buy
+4,878
New +$327K 0.18% 100

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VPM
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JP Morgan Chase
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GQG Partners
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