Fidelis Capital Partners’s Xcel Energy XEL Stock Holding History

Fidelis Capital Partners’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	$605K	Buy
2025 Q2	$250K	Buy
2025 Q1	$232K	Sell
2024 Q4	$229K	Buy
2024 Q3	$212K	Buy
2023 Q3	–	Sell
2023 Q2	$280K	Buy
2023 Q1	$311K	Buy