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Annex Advisory Services’s Xcel Energy XEL Stock Holding History

Annex Advisory Services’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,922
Closed -$207K – 341
2025
Q1 		$207K Buy
+2,922
New +$207K 0.01% 290