CFO
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Callan Family Office’s Xcel Energy XEL Stock Holding History

Callan Family Office’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
19,107
+15,079
+374% +$1.03M 0.04% 346
2025
Q1 		$285K Sell
4,028
-9,741
-71% -$690K 0.02% 437
2024
Q4 		$930K Buy
+13,769
New +$930K 0.06% 265