Capital Advisors Inc’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	–	Sell	-3,632	Closed	-$257K	–	344
2025 Q1	$257K	Sell	3,632 -4	-0.1%	-$283	0.01%	275
2024 Q4	$246K	Buy	+3,636	New	+$246K	﹤0.01%	277