CBIZ Investment Advisory Services’s Xcel Energy XEL Stock Holding History

CBIZ Investment Advisory Services’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$3.87K	Hold
2025 Q3	$4.22K	Hold
2025 Q2	$3.57K	Buy