Capital Performance Advisors’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	$372K	Sell	5,467 -306	-5%	-$20.8K	0.07%	132
2025 Q1	$409K	Buy	5,773 +1,128	+24%	+$79.9K	0.09%	126
2024 Q4	$314K	Buy	4,645 +1,216	+35%	+$82.1K	0.1%	89
2024 Q3	$224K	Buy	+3,429	New	+$224K	0.07%	103