Clearstead Trust’s Xcel Energy XEL Stock Holding History

Clearstead 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	$28.4K	Buy
2025 Q1	$9.77K	Buy
2023 Q4	–	Sell
2023 Q3	$12K	Hold
2023 Q2	$13K	Hold
2023 Q1	$14.1K	Hold
2022 Q4	$15K	Hold
2022 Q3	$13K	Buy