Everpar Advisors’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
$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