Equitable 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 | $1.15M | Sell |
16,946
-280
| -2% | -$19.1K | 0.06% | 207 |
|
|
2025
Q1 | $1.22M | Buy |
17,226
+63
| +0.4% | +$4.46K | 0.07% | 195 |
|
|
2024
Q4 | $1.16M | Hold |
17,163
| – | – | 0.06% | 203 |
|
|
2024
Q3 | $1.12M | Hold |
17,163
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $917K | Buy |
17,163
+350
| +2% | +$18.7K | 0.06% | 208 |
|
|
2024
Q1 | $904K | Buy |
+16,813
| New | +$904K | 0.06% | 212 |
|