Union Bancaire Privee’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
$584K Sell
9,838
-3,266
-25% -$194K 0.01% 294
2025
Q1
$847K Buy
+13,104
New +$847K 0.02% 260