Oliver Luxxe Assets’s Xcel Energy XEL Stock Holding History

Oliver Luxxe Assets’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	$4.72M	Buy
2025 Q2	$3.9M	Sell
2025 Q1	$6.99M	Sell
2024 Q4	$12.9M	Buy
2024 Q3	$6.26M	Buy
2024 Q2	$5.04M	Sell
2024 Q1	$5.11M	Buy