Blue Chip Partners’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	$14.1M	Sell	207,062 -1,879	-0.9%	-$128K	1.15%	33
2025 Q1	$14.8M	Buy	208,941 +8,411	+4%	+$595K	1.28%	27
2024 Q4	$13.5M	Buy	200,530 +1,934	+1%	+$131K	1.16%	32
2024 Q3	$13M	Buy	+198,596	New	+$13M	1.13%	33