TPI
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 |
|