Evergreen Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Buy |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $291K | Buy |
|
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.97M | Buy |
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|
2021
Q3 | $6.24M | Buy |
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|
2021
Q2 | $6.34M | Buy |
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|
2021
Q1 | $6.23M | Buy |
|