Ownership history in Avior Wealth Management, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in XCEL ENERGY INC COM (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,310 | -145 | -4.2% | 0.01% | $267K | $79.45 |
| 2025 Q2 | ADDED | 3,455 | +1 | +0.0% | 0.01% | $235K | $66.56 |
| 2025 Q1 | ADDED | 3,454 | +42 | +1.2% | 0.01% | $245K | $68.62 |
| 2024 Q4 | REDUCED | 3,412 | -940 | -21.6% | 0.01% | $230K | $64.37 |
| 2024 Q3 | REDUCED | 4,352 | -634 | -12.7% | 0.01% | $284K | $62.26 |
| 2024 Q2 | REDUCED | 4,986 | -2,725 | -35.3% | 0.01% | $266K | $50.48 |
| 2024 Q1 | ADDED | 7,711 | +2,902 | +60.3% | 0.02% | $415K | $50.29 |
| 2023 Q4 | REDUCED | 4,809 | -494 | -9.3% | 0.02% | $298K | $57.31 |
| 2023 Q3 | REDUCED | 5,303 | -705 | -11.7% | 0.02% | $303K | $52.53 |
| 2023 Q2 | ADDED | 6,008 | +465 | +8.4% | 0.02% | $374K | $56.56 |
As of 2025 Q4 — sorted by position size