EA
Everpar Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
5,506
+88
| +2% | +$5.99K | 0.17% | 157 |
|
|
2025
Q1 | $384K | Sell |
5,418
-463
| -8% | -$32.8K | 0.2% | 135 |
|
|
2024
Q4 | $397K | Buy |
5,881
+287
| +5% | +$19.4K | 0.2% | 139 |
|
|
2024
Q3 | $365K | Sell |
5,594
-725
| -11% | -$47.3K | 0.19% | 163 |
|
|
2024
Q2 | $337K | Buy |
+6,319
| New | +$337K | 0.17% | 171 |
|
|
2024
Q1 | – | Sell |
-11,276
| Closed | -$698K | – | 288 |
|
|
2023
Q4 | $698K | Buy |
+11,276
| New | +$698K | 0.32% | 110 |
|