Essex Financial Services’s Xcel Energy XEL Stock Holding History

Essex Financial Services’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	$426K	Buy
2025 Q1	$269K	Buy
2024 Q4	$240K	Buy
2024 Q3	$222K	Buy
2023 Q4	–	Sell
2023 Q3	$658K	Buy