Lido Advisors
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Lido Advisors’s Xcel Energy XEL Stock Holding History

Lido 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 		$1.78M Sell
2025
Q1 		$1.89M Buy
2024
Q4 		$1.68M Buy
2024
Q3 		$1.55M Buy
2024
Q2 		$402K Sell
2024
Q1 		$1.08M Buy
2023
Q4 		$579K Sell
2023
Q3 		$567K Buy
2023
Q2 		$498K Sell
2023
Q1 		$632K Buy