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Trillium Asset Management’s Xcel Energy XEL Stock Holding History

Trillium Asset Management’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
2023
Q4 		– Sell
-4,925
Closed -$282K – 233
2023
Q3 		$282K Hold
4,925
– – 0.01% 214
2023
Q2 		$306K Hold
4,925
– – 0.01% 209
2023
Q1 		$344K Sell
4,925
-1,382
-22% -$93.3K 0.01% 204
2022
Q4 		$442K Sell
6,307
-15
-0.2% -$998 0.01% 199
2022
Q3 		$405K Hold
6,322
– – 0.01% 196
2022
Q2 		$447K Hold
6,322
– – 0.01% 197
2022
Q1 		$456K Hold
6,322
– – 0.01% 212
2021
Q4 		$428K Hold
6,322
– – 0.01% 219
2021
Q3 		$395K Hold
6,322
– – 0.01% 215
2021
Q2 		$416K Sell
6,322
-28
-0.4% -$1.95K 0.01% 214
2021
Q1 		$422K Sell
6,350
-36
-0.6% -$2.28K 0.01% 213
2020
Q4 		$426K Buy
+6,386
New +$445K 0.02% 208

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Morgan Stanley
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return