BlueStem Wealth 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	$232K	Buy	3,410 +28	+0.8%	+$1.91K	0.03%	108
2025 Q1	$239K	Sell	3,382 -535	-14%	-$37.9K	0.03%	88
2024 Q4	$264K	Buy	+3,917	New	+$264K	0.03%	84