Atlantic Family 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	$290K	Sell	4,257 -14	-0.3%	-$953	0.25%	31
2025 Q1	$302K	Buy	4,271 +213	+5%	+$15.1K	0.28%	31
2024 Q4	$274K	Buy	+4,058	New	+$274K	0.32%	31