Vestmark Advisory Solutions’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
Sell
-3,099
Closed -$219K 822
2025
Q1
$219K Sell
3,099
-293
-9% -$20.7K 0.01% 609
2024
Q4
$229K Buy
+3,392
New +$229K 0.01% 544