Pathstone Family Office’s Xcel Energy XEL Stock Holding History

Pathstone Family Office’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.68M	Buy
2023 Q2	$668K	Buy
2023 Q1	$438K	Sell
2022 Q4	$1.59M	Buy
2022 Q3	$1.44M	Buy
2021 Q1	–	Sell
2020 Q4	$0	Hold
2020 Q3	$0	Hold
2020 Q2	$0	Hold
2020 Q1	$0	Buy