Atlanta Consulting Group Advisors’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	-2,828	Closed	-$202K	–	134
2025 Q1	$202K	Sell	2,828 -585	-17%	-$41.9K	0.06%	120
2024 Q4	$230K	Sell	3,413 -13,795	-80%	-$931K	0.09%	114
2024 Q3	$1.12M	Buy	+17,208	New	+$1.12M	0.28%	71