Everpar Advisors’s Xcel Energy XEL Stock Holding History

Everpar Advisors’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 Q3	$441K	Sell
2025 Q2	$375K	Buy
2025 Q1	$384K	Sell
2024 Q4	$397K	Buy
2024 Q3	$365K	Sell
2024 Q2	$337K	Buy
2024 Q1	–	Sell
2023 Q4	$698K	Buy