Alpha Cubed Investments’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	$347K	Buy	5,092 +1,197	+31%	+$81.5K	0.01%	218
2025 Q1	$276K	Buy	+3,895	New	+$276K	0.01%	229
2024 Q3	–	Sell	-3,889	Closed	-$208K	–	304
2024 Q2	$208K	Hold	3,889	–	–	0.01%	266
2024 Q1	$209K	Buy	+3,889	New	+$209K	0.01%	266