Brass Tax 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	$247K	Buy	3,625 +28	+0.8%	+$1.91K	0.05%	196
2025 Q1	$255K	Buy	3,597 +27	+0.8%	+$1.91K	0.05%	178
2024 Q4	$241K	Buy	3,570 +30	+0.8%	+$2.03K	0.05%	180
2024 Q3	$231K	Buy	+3,540	New	+$231K	0.05%	180