Bay Harbor Wealth Management’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	$1.63K	Buy	24 +11	+85%	+$749	﹤0.01%	346
2025 Q1	$925	Buy	+13	New	+$925	﹤0.01%	308