Bingham Private 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	$283K	Buy	4,161 +8	+0.2%	+$545	0.27%	115
2025 Q1	$294K	Sell	4,153 -29	-0.7%	-$2.05K	0.3%	107
2024 Q4	$282K	Buy	+4,182	New	+$282K	0.3%	105