Greenleaf Trust’s Xcel Energy XEL Stock Holding History

Greenleaf Trust’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$822K	Sell	12,066 -3,067	-20%	-$209K	0.01%	368
2025 Q1	$1.07M	Buy	15,133 +606	+4%	+$42.9K	0.01%	307
2024 Q4	$981K	Buy	14,527 +705	+5%	+$47.6K	0.01%	330
2024 Q3	$903K	Buy	13,822 +1,449	+12%	+$94.6K	0.01%	359
2024 Q2	$661K	Sell	12,373 -3,604	-23%	-$192K	0.01%	403
2024 Q1	$859K	Sell	15,977 -2,761	-15%	-$148K	0.01%	330
2023 Q4	$1.16M	Buy	18,738 +5,036	+37%	+$312K	0.01%	272
2023 Q3	$784K	Buy	13,702 +1,217	+10%	+$69.6K	0.01%	314
2023 Q2	$776K	Buy	12,485 +410	+3%	+$25.5K	0.01%	337
2023 Q1	$814K	Sell	12,075 -10,834	-47%	-$731K	0.01%	317
2022 Q4	$1.61M	Sell	22,909 -646	-3%	-$45.3K	0.02%	185
2022 Q3	$1.51M	Buy	23,555 +10,956	+87%	+$701K	0.02%	181
2022 Q2	$892K	Sell	12,599 -8,960	-42%	-$634K	0.01%	252
2022 Q1	$1.56M	Buy	21,559 +819	+4%	+$59.1K	0.02%	171
2021 Q4	$1.4M	Sell	20,740 -4,345	-17%	-$294K	0.02%	181
2021 Q3	$1.57M	Sell	25,085 -7,971	-24%	-$498K	0.02%	157
2021 Q2	$2.18M	Buy	33,056 +18,753	+131%	+$1.24M	0.03%	118
2021 Q1	$951K	Buy	14,303 +1,301	+10%	+$86.5K	0.01%	218
2020 Q4	$867K	Sell	13,002 -233	-2%	-$15.5K	0.01%	206
2020 Q3	$913K	Buy	13,235 +601	+5%	+$41.5K	0.01%	174
2020 Q2	$790K	Buy	12,634 +1,378	+12%	+$86.2K	0.01%	191
2020 Q1	$679K	Buy	11,256 +3,813	+51%	+$230K	0.01%	177
2019 Q4	$473K	Buy	7,443 +122	+2%	+$7.75K	0.01%	304
2019 Q3	$475K	Buy	7,321 +83	+1%	+$5.39K	0.01%	297
2019 Q2	$431K	Buy	7,238 +198	+3%	+$11.8K	0.01%	315
2019 Q1	$396K	Buy	7,040 +61	+0.9%	+$3.43K	0.01%	313
2018 Q4	$344K	Buy	6,979 +686	+11%	+$33.8K	0.01%	333
2018 Q3	$297K	Buy	6,293 +288	+5%	+$13.6K	0.01%	400
2018 Q2	$274K	Buy	6,005 +835	+16%	+$38.1K	0.01%	406
2018 Q1	$235K	Buy	5,170 +16	+0.3%	+$727	﹤0.01%	394
2017 Q4	$248K	Buy	5,154 +11	+0.2%	+$529	0.01%	388
2017 Q3	$243K	Buy	5,143 +172	+3%	+$8.13K	0.01%	357
2017 Q2	$228K	Hold	4,971	–	–	0.01%	326
2017 Q1	$221K	Buy	+4,971	New	+$221K	0.01%	273