Alteri Wealth’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	$487K	Buy	7,156 +826	+13%	+$56.3K	0.19%	137
2025 Q1	$448K	Buy	6,330 +3,262	+106%	+$231K	0.2%	133
2024 Q4	$207K	Buy	+3,068	New	+$207K	0.06%	236