EFS
Essex Financial Services’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
6,261
+2,458
| +65% | +$167K | 0.03% | 445 |
|
|
2025
Q1 | $269K | Buy |
3,803
+252
| +7% | +$17.8K | 0.02% | 522 |
|
|
2024
Q4 | $240K | Buy |
3,551
+57
| +2% | +$3.85K | 0.02% | 548 |
|
|
2024
Q3 | $222K | Buy |
+3,494
| New | +$222K | 0.02% | 574 |
|
|
2023
Q4 | – | Sell |
-11,491
| Closed | -$658K | – | 522 |
|
|
2023
Q3 | $658K | Buy |
+11,491
| New | +$658K | 0.08% | 237 |
|