LGT Financial Advisors’s Xcel Energy XEL Stock Holding History

LGT Financial 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	$5.73K	Buy
2025 Q1	$5.91K	Sell
2024 Q4	$23.5K	Hold
2024 Q3	$22.7K	Sell
2024 Q2	$36.7K	Sell
2024 Q1	$101K	Sell
2023 Q4	$121K	Buy
2023 Q3	$110K	Buy