Sanibel Captiva Trust Company’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Hold
19,597
0.04% 201
2025
Q1
$1.39M Buy
19,597
+59
+0.3% +$4.18K 0.05% 194
2024
Q4
$1.32M Buy
19,538
+3,219
+20% +$217K 0.04% 200
2024
Q3
$1.07M Buy
16,319
+3,935
+32% +$257K 0.03% 216
2024
Q2
$661K Buy
+12,384
New +$661K 0.02% 241