Gallagher Fiduciary Advisors’s Xcel Energy XEL Stock Holding History

Gallagher Fiduciary 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 Q2	$1.22M	Buy
2025 Q1	$1.21M	Sell
2024 Q4	$1.17M	Buy
2024 Q3	$1.13M	Hold
2024 Q2	$921K	Buy
2024 Q1	$926K	Buy
2023 Q4	$890K	Sell
2023 Q3	$855K	Buy
2023 Q2	$889K	Sell
2023 Q1	$968K	Buy