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Trust Point Inc’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
10,242
+331
+3% +$22.5K 0.07% 139
2025
Q1
$702K Sell
9,911
-309
-3% -$21.9K 0.06% 168
2024
Q4
$690K Buy
10,220
+2,713
+36% +$183K 0.05% 223
2024
Q3
$490K Sell
7,507
-176
-2% -$11.5K 0.04% 284
2024
Q2
$410K Sell
7,683
-545
-7% -$29.1K 0.03% 306
2024
Q1
$442K Buy
8,228
+773
+10% +$41.5K 0.03% 313
2023
Q4
$462K Buy
+7,455
New +$462K 0.04% 294